A record action should only be visible to certain users under a given expression. How should you configure this?

A record action should only be visible to certain users under a given expression. How should you configure this?

• A. Configure the action as 'Visible Always' in the UI
• B. Set security on the record action
• C. Modify the interface theme
• D. Create a separate permission set

Answer: (B)

Security on the record action controls who can see and use that action. By setting the record action’s security to include only the users or groups that should have access, the action will be visible only to those people, enforcing the rule regardless of interface logic. Using an always-visible setting would ignore the restriction, and changing the interface theme doesn’t affect visibility. Creating a separate permission set isn’t needed because you can achieve the required visibility directly by configuring the action’s security.

Security on the record action controls who can see and use that action. By setting the record action’s security to include only the users or groups that should have access, the action will be visible only to those people, enforcing the rule regardless of interface logic. Using an always-visible setting would ignore the restriction, and changing the interface theme doesn’t affect visibility. Creating a separate permission set isn’t needed because you can achieve the required visibility directly by configuring the action’s security.