Veloce Fleet Technologies is introducing a new subscription-based telemetry sales unit alongside its existing custom vehicle engineering services. The telemetry sales team requires a streamlined 4-stage sales pipeline (Qualification, Evaluation, Contracting, Closed Won/Lost), whereas the engineering team uses an 8-stage pipeline. The administrator creates a new Opportunity record type named 'Telemetry Sales', but sales representatives report that all 12 active organizational opportunity stages still appear when creating records. Which administrative action is required to ensure that only the 4 specified opportunity stages are available for the Telemetry Sales record type?
- AEdit the picklist values for the Stage field directly on the Telemetry Sales record type in Object Manager.
- Create a new Sales Process containing only the 4 required stages, and assign it to the Telemetry Sales record type.Answer
- CModify field-level security on the Opportunity Stage field for the sales representatives' profile to restrict unneeded stages.
- DConfigure Lead Conversion field mapping to filter out unselected opportunity stage values upon record creation.
Answer
Create a new Sales Process containing only the 4 required stages, and assign it to the Telemetry Sales record type.
In Salesforce Core Administration, Opportunity Stages are tied to business processes via a Sales Process. To display a specific subset of opportunity stages on a given record type, an administrator must first create a Sales Process containing those stages and then link that Sales Process when creating or configuring the Opportunity record type.
Step-by-Step Solution
Key Concept
Sales Processes and Opportunity Stage Picklist Management
Estimated Time:1m 30s