DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types. Which two features should the administrator use to fulfill this requirement? Choose 2 Answers

To ensure consistent picklist values across the Account and Case objects, a Global Picklist (also known as a Picklist Value Set) is the ideal feature. It allows an administrator to define a single, master list of values that can be shared by multiple custom picklist fields.

To implement this, a Custom Picklist field must be created on both the Account and Case objects. During the creation of these custom fields, the administrator would select the option to use the predefined Global Picklist value set. Subsequently, the available values for each field can be tailored for different record types as required.

A. Dependent Picklist: This feature filters a picklist's values based on a selection in a different (controlling) field, which is not the scenario described.

C. Multi-Select Picklist: This is a field type that allows users to select multiple values. It does not address the core requirement of value consistency across objects.

1. Salesforce Help

"Create a Global Picklist Value Set": This document states

"A global picklist is a restricted picklist by nature. Only a Salesforce admin can add or modify its values. Users can’t add unapproved values... Use a global value set to share the values with other picklist fields." This directly supports the use of a Global Picklist for consistency.

2. Salesforce Help

"Create a Custom Picklist Field": In the setup steps for creating a custom picklist

Step 5 explicitly details the option to use a global value set: "To use a global picklist value set

select it from the list." This confirms that a Custom Picklist field is the mechanism to implement the global set.

3. Salesforce Help

"Assign Picklist Values to Record Types": This guide explains the process for customizing which values from a picklist are available for specific record types. It states

"After you create a record type

you can specify which picklist values are associated with it." This addresses the second part of the requirement.