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Difficulty: EasySales Processes and Opportunity Stages

An administrator at Summit Tech needs to configure two distinct sales pipelines for the direct sales and partner sales teams. Each pipeline requires a different set of Opportunity Stage picklist values.

Which TWO administrative steps must the administrator perform to achieve this requirement?

  1. Create a separate Sales Process for each pipeline to define the required Opportunity Stage picklist values.Answer
  2. Create an Opportunity Record Type for each pipeline and associate it with its corresponding Sales Process.Answer
  3. C
    Assign available Opportunity Stage picklist values directly to user Profiles without creating a Sales Process.
  4. D
    Configure Opportunity Page Layouts to directly restrict available picklist values for the Stage field.

Answer

The administrator must create a separate Sales Process for each pipeline to select the appropriate stage values, and create Opportunity Record Types to associate each Sales Process with the corresponding pipeline.
To display different Opportunity Stage picklist values for different sales pipelines, an administrator must create a custom Sales Process for each pipeline to select the available stage values. Then, the administrator creates Opportunity Record Types and links each Record Type to the appropriate Sales Process.

Step-by-Step Solution

1
Identify the requirement for distinct stage picklist values across different sales teams.
Recognize that Opportunity Stage picklist values are controlled by Sales Processes.
In Salesforce, Opportunity Stage values cannot be directly customized on Record Types or Page Layouts without a Sales Process.
2
Create custom Sales Processes for direct sales and partner sales.
Two distinct Sales Processes are created, each containing only the relevant stage picklist values.
Sales Processes define the lifecycle stages available for opportunities.
3
Create Opportunity Record Types and link each Record Type to its respective Sales Process.
The Record Types make the custom Sales Processes available to users based on their assigned Record Type access.
Record Types tie the Sales Process to page layouts and profile assignments.

Key Concept

Opportunity Stage picklist values are assigned to business processes through Sales Processes, which are then linked to Opportunity Record Types.
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Topics

Sales Processes and Opportunity Stages

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