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Difficulty: EasySales Processes and Opportunity Stages

Cloud Kicks is setting up a distinct revenue stream that requires a unique set of stage picklist values on the Opportunity object. Which administrative component must a Salesforce administrator create first to select the available opportunity stages before associating them with an Opportunity record type?

  1. A Sales ProcessAnswer
  2. B
    Assign the stage picklist values directly within the Opportunity record type detail page
  3. C
    Configure custom lead conversion field mapping to map lead statuses to opportunity stages
  4. D
    Create an active price book entry in the Standard Price Book for each required stage

Answer

A Sales Process must be created first to define the set of opportunity stage picklist values before associating them with an Opportunity record type.
In Salesforce, the Opportunity Stage field is controlled by a Sales Process. An administrator must first create a Sales Process containing the desired stages and then assign that Sales Process to the corresponding Opportunity Record Type.

Step-by-Step Solution

1
Identify the relationship between Opportunity Record Types and Opportunity Stages
Recognize that Opportunity stages cannot be filtered directly on the record type level.
Salesforce uses a Sales Process as an intermediate layer to map stage picklist values to Opportunity record types.
2
Determine the initial setup requirement
Create a Sales Process and select the active stage picklist values for the sales channel.
Creating the Sales Process makes it available for selection when configuring the Opportunity record type.

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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