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 profilesB. 2 page layouts, 1 record type, 2 profilesC. 1 page layout, 2 record types, 2 profilesD. 1 page layout, 1 record type, 1 profile

Question

Business

Nelson Hayes

8 September, 07:55

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 profilesB. 2 page layouts, 1 record type, 2 profilesC. 1 page layout, 2 record types, 2 profilesD. 1 page layout, 1 record type, 1 profile

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Answers (1)

Know the Answer?

Melanie Roberson · Answer 1

the correct answer is 2 page layouts, 1 record type, 2 profiles

Explanation:

The importance of records types is they allow you to offer different business processes, business solutions and answers to different consumers and customers.

Having the option to Customize is useful during the sales processes as each new user/customer has a different set of needs and wants.