A Salesforce Admin was trying to set up a record type.
Which of the following is required to do so the users can have access?
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A. B. C. D.Correct Answer: C
You can assign record types to users in their profile or permission sets, or a combination of both.
Record type assignment behaves differently in profiles and permission sets.
After you create record types and include picklist values in them, add record types to user profiles.
If you assign a default record type to a profile, users with that profile can assign the record type to the records that they create or edit.
Option A is incorrect because field level security doesn't exist for record types.
Option B is incorrect because record types are assigned to page layout and it doesn't have to be a brand-new page layout
Option D is incorrect because user records are not linked to record types
Reference:
To set up a record type in Salesforce, there are a few requirements that need to be met so that users can access it.
Option A: The record type must have field level security This is partially correct. Field-level security ensures that users can see and edit specific fields within a record, but it is not required to set up a record type. However, if you want to restrict access to certain fields based on the record type, you will need to set up field-level security for those fields.
Option B: The record type should have a brand-new page layout This is not required, but it is recommended. A page layout determines the layout and organization of information on a record page. If you create a new page layout for a record type, you can customize the page to show only the fields and related lists that are relevant to that record type.
Option C: The applicable profile must have an assigned record type This is correct. A record type is assigned to a profile so that users with that profile can access it. To assign a record type to a profile, go to the profile's settings and select the appropriate record type under the Record Type Settings section.
Option D: The user records must have the record types added to them This is not required. Record types are assigned to profiles, not individual users. Users with a profile that has access to a record type can access records of that type without any additional configuration.
In summary, to set up a record type in Salesforce, you need to create the record type and assign it to a profile that needs access to it. You may also want to customize the page layout and set up field-level security for specific fields based on the record type.