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Difficulty: EasySales Processes and Opportunity Stages

An administrator needs to configure a specialized sales pipeline that utilizes a unique set of stage picklist values on the Opportunity object. Which two administrative setup steps are required to make these stage values available to users on Opportunity records? (Select 2 answers)

  1. Create a new Sales Process and select the required stage picklist values.Answer
  2. Create a new Opportunity Record Type and associate it with the newly created Sales Process.Answer
  3. C
    Edit the Opportunity Record Type picklist settings to add stage values directly without creating a Sales Process.
  4. D
    Configure Lead Conversion Field Mapping to assign the custom stage values to the Opportunity object.

Answer

The administrator must create a new Sales Process to select the active stage values, and then create an Opportunity Record Type linked to that Sales Process.
To display a customized list of stage picklist values on Opportunity records, an administrator must perform two primary steps: first, create a Sales Process containing the specific stages needed for the sales pipeline; second, create an Opportunity Record Type and link it to that Sales Process so users can select those stages.

Step-by-Step Solution

1
Create a Sales Process.
Selects and defines the specific subset of Opportunity stage picklist values for the sales workflow.
Opportunity stage picklists are unique because their available values are governed by Sales Processes rather than standard record type picklist edits.
2
Create an Opportunity Record Type and assign the Sales Process.
Associates the Sales Process and stage selections with the record type.
Record Types make the configured Sales Process accessible to designated user profiles on Opportunity page layouts.

Key Concept

Sales Process and Record Type configuration for Opportunity stages
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Topics

Sales Processes and Opportunity Stages

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