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Difficulty: EasySales Processes and Opportunity Stages

A Salesforce administrator needs to configure a unique sales pipeline for a new subscription service division that requires a distinct sequence of opportunity stages. Which TWO administrative actions must the administrator complete to achieve this setup?

  1. Create a new Sales Process to select the specific stage picklist values required for the pipeline.Answer
  2. Create an Opportunity Record Type and associate it with the newly created Sales Process.Answer
  3. C
    Assign the stage picklist values directly to user profiles using object-level field security settings.
  4. D
    Configure custom Lead field mapping to map the Lead Status field directly to the Opportunity Stage field.

Answer

To configure a custom opportunity sales pipeline, the administrator must create a Sales Process to select the required opportunity stages and create an Opportunity Record Type linked to that Sales Process.
Establishing a custom sales stage lifecycle on the Opportunity object requires two interdependent setup steps: creating a Sales Process to select the active stage picklist values, and creating an Opportunity Record Type that links to that Sales Process.

Step-by-Step Solution

1
Navigate to Setup and create a new Sales Process for the Opportunity object.
A curated set of Opportunity Stage picklist values is grouped into a named Sales Process.
Opportunity stage picklist values are business processes that must be defined within a Sales Process before assigning them to record types.
2
Create a new Opportunity Record Type and select the newly created Sales Process.
The Record Type enforces the specific stage lifecycle for opportunities created under it.
Opportunity Record Types require an associated Sales Process to determine which stage picklist values are available.

Key Concept

Sales Process and Record Type linkage for Opportunity Stages
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Topics

Sales Processes and Opportunity Stages

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