Kinesis Renewable Energy is introducing a dedicated Enterprise Sales division alongside its existing Direct Sales team. The Enterprise Sales team requires a tailored pipeline with a unique set of Opportunity Stage picklist values. Which TWO configuration steps must an administrator perform to meet this requirement? (Select 2 answers)
- Create a new Sales Process that incorporates the specific Opportunity Stage picklist values needed for the Enterprise Sales team.Answer
- BAssign the new Opportunity Stage picklist values directly to the Opportunity Record Type without creating a Sales Process.
- Create a new Opportunity Record Type and associate it with the newly created Sales Process.Answer
- DConfigure Lead field mapping to map custom Lead Status picklist values directly to the new Opportunity Stage picklist values.
Answer
To configure tailored Opportunity Stages for a new sales team, the administrator must create a new Sales Process containing the selected stage values and then create a new Opportunity Record Type linked to that Sales Process.
Configuring distinct Opportunity Stages for a business process in Salesforce requires creating a Sales Process to select the active stage picklist values and then creating an Opportunity Record Type linked to that Sales Process.
Step-by-Step Solution
Key Concept
Opportunity Stage management via Sales Processes and Record Types