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Difficulty: MediumSales Processes and Opportunity Stages

An administrator at Horizon Media Group needs to implement a dedicated sales pipeline for a new Strategic Partnerships division. This division requires a specific sequence of Opportunity stages that differs from the existing business lines. Which administrative steps should the administrator perform to make the new stages available when creating opportunities for this division?

  1. Create the new Opportunity stages, create a Sales Process containing those stages, create an Opportunity Record Type linked to the Sales Process, and assign the record type to the relevant profiles.Answer
  2. B
    Create the new Opportunity Record Type, navigate to its picklist settings to select the required Stage values directly, and assign the record type to the relevant profiles.
  3. C
    Create the new Opportunity stages, create a Sales Process, and assign the Sales Process directly to user profiles without creating a Record Type.
  4. D
    Create the new Opportunity stages and map each stage to custom fields in Lead Conversion Field Mapping prior to assigning the default page layout.

Answer

The administrator must create the new Opportunity stages, create a Sales Process containing those stages, create an Opportunity Record Type linked to the Sales Process, and assign the record type to the relevant profiles.
To implement custom opportunity stages for a specific business line, an administrator must create the stage picklist values, group them into a Sales Process, link the Sales Process to an Opportunity Record Type, and enable the record type for the target user profiles.

Step-by-Step Solution

1
Add custom Opportunity Stage values in Object Manager if the required stages do not already exist.
The necessary stage picklist options are available in the master picklist pool.
Sales processes can only include stage values that exist in the master Stage picklist field.
2
Create a new Sales Process and select the subset of stage picklist values required for the Strategic Partnerships division.
A distinct sales lifecycle definition is established.
Opportunity stage picklist values are governed by Sales Processes rather than direct object picklist assignment.
3
Create a new Opportunity Record Type, select the newly created Sales Process, and assign the Record Type to the appropriate user profiles.
Users in the Strategic Partnerships team can select the record type and see the correct stage lifecycle when working on opportunities.
Record types bridge the Sales Process definition to page layouts and profile accessibility.

Key Concept

Configuring Sales Processes and Opportunity Record Types
Estimated Time:1m 30s
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Topics

Sales Processes and Opportunity Stages

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