Question

Sales and marketing users have similar roles, and use similar record types. However, sales uses 3 different fields and marketing has 5, how do you set up processes most efficiently?

A. 2 page layouts, 2 record types, 2 profiles
B. 2 page layouts, 1 record type, 2 profiles
C. 1 page layout, 2 record types, 2 profiles
D. 1 page layout, 1 record type, 1 profile

Answer 1

B. 2 page layouts, 1 record type, 2 profiles

Step-by-step explanation:

The most efficient way to setup the process is by setting 2 page layouts, 1 record type and also 2 profiles.