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Dynamic Computing would like to be able to manage sales and support tasks differently and display different fields for each. How can this requirement be met?

1) Record Types
2) Page Layouts
3) Workflow Rules
4) Formula Fields

User Gabe Levi
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1 Answer

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Final answer:

Dynamic Computing can use Record Types and Page Layouts to manage sales and support tasks differently, displaying distinct fields for each. Record types define distinct profiles with associated page layouts for users to see task-relevant fields when creating or editing a record.

Step-by-step explanation:

To manage sales and support tasks differently and display different fields for each, Dynamic Computing can use Record Types and Page Layouts. Record types allow you to create different versions of records for the same object, meaning sales and support could have unique processes, picklist values, and layouts. Page layouts control the layout and organization of fields, related lists, and custom links on object record pages.

By using record types, Dynamic Computing can define distinct profiles for sales and support tasks, each associated with its own page layout. This ensures that when a user creates or edits a record, they see fields that are relevant to the type of task they are working on. Workflow Rules and Formula Fields are not used for managing different tasks display. Workflow rules automate certain business processes, and formula fields calculate values based on other fields' data but do not control the visibility of fields based on the task type.

User Woezelmann
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