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Question

Difficulty: EasySales Processes and Opportunity Stages

An administrator needs to configure different available stage values for a new sales team using a custom Opportunity record type. Which administrative component must be created first to define the selected opportunity stages before linking them to the record type?

  1. A custom Sales Process containing the required opportunity stage valuesAnswer
  2. B
    A Lead Conversion custom field mapping to align lead statuses with stages
  3. C
    An active Standard Price Book entry associated with the opportunity record type
  4. D
    A page layout configuration directly assigning picklist values to the stage field

Answer

A custom Sales Process containing the required opportunity stage values must be created first.
In Salesforce, the Opportunity Stage picklist is a special picklist controlled by Sales Processes. An administrator must first create a Sales Process to select the subset of stages needed, and then assign that Sales Process when creating or editing the Opportunity record type.

Step-by-Step Solution

1
Identify the mechanism that controls Opportunity Stage picklist values for record types.
Determine that Opportunity Stage picklist values are governed by Sales Processes.
Opportunity Stage is a special picklist field whose available values cannot be assigned directly to record types without a Sales Process.
2
Create and configure the custom Sales Process.
Select the specific stages and probabilities needed for the sales team.
The Sales Process defines the exact life-cycle stages for opportunities associated with it.
3
Associate the Sales Process with the Opportunity Record Type.
The custom record type now displays only the stages selected in the Sales Process.
Each Opportunity record type requires an assigned Sales Process to display its stage picklist values.

Key Concept

Sales Processes and Opportunity Stage Picklist Mapping
Estimated Time:1m 0s
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Topics

Sales Processes and Opportunity Stages

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