Object Manager and Lightning App Builder15% of the exam
Layout assignment, record types, Lightning pages and actions
How users end up seeing a given page: page layout assignment by profile and record type, record types and business processes, Lightning record page activation, component and Dynamic Forms visibility rules, and object-specific versus global quick actions.
Given a scenario, determine how to create and assign page layouts, visibility on Lightning page layouts, record types, and business processes for custom and standard objects (quick actions and global actions).
~7 min read · 14 practice questions ·
What the exam expects
- Assign page layouts by profile and record type, and add a layout rather than a record type when only the audience differs.
- Make record types available through profiles or permission sets, and build the business process a record type needs.
- Activate Lightning record pages and control component visibility with filters.
- Recommend Dynamic Forms to replace many near-identical page layouts.
- Choose between object-specific and global quick actions and place them where users see them.
Key facts
Permission to assign layouts
- Detail
- Manage Profiles and Permission Sets
Component with no visibility filter
- Detail
- Always displays
Visibility field spans
- Detail
- Five at most
Record type availability
- Detail
- Profile or permission set; default set per profile
Viewing other record types
- Detail
- Allowed even if not assigned
Business process order
- Detail
- Create the process before the record type
Uncustomized layout actions
- Detail
- Inherited from the global publisher layout
Dynamic Forms fields on edit
- Detail
- Come from the Lightning page, not the layout
Sources for this section (6)
- Assign Page Layoutshelp.salesforce.com (opens in a new tab)
- Visibility Ruleshelp.salesforce.com (opens in a new tab)
- Profile Record Typeshelp.salesforce.com (opens in a new tab)
- Business Processeshelp.salesforce.com (opens in a new tab)
- Global Actionshelp.salesforce.com (opens in a new tab)
- Dynamic Formshelp.salesforce.com (opens in a new tab)
- Which two dimensions decide the page layout a user sees, and where are they mapped?
- Which four activation options does a Lightning record page offer?
- What must exist before an Opportunity record type with its own Stage values can be created?
- Why might a newly created object-specific action not appear in the highlights panel?
- Why can one Dynamic Forms page replace many near-identical page layouts?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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