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Question

Difficulty: EasySales Processes and Opportunity Stages

A Salesforce administrator is tasked with configuring a unique sales pipeline for a new partner sales team. Place the required administrative setup steps in the correct chronological order from first to last.

  1. 1Add any necessary custom stage values to the Stage picklist field on the Opportunity object.
  2. 2Create a new Sales Process and select the specific stage values required for the partner pipeline.
  3. 3Create a new Opportunity Record Type and assign the newly created Sales Process to it.
  4. 4Assign the new Opportunity Record Type to the partner sales team user profiles.

Answer

The correct sequence for configuring a new sales process is: 1) Add any necessary custom stage values to the Opportunity Stage master picklist field, 2) Create the new Sales Process and select the active stages for this process, 3) Create the Opportunity Record Type and associate it with the Sales Process, and 4) Assign the Record Type to user profiles.
To set up a distinct sales pipeline for Opportunities in Salesforce, custom stage picklist values must first exist in the master Stage picklist field. Next, a Sales Process must be created to select which stages are active for that process. Then, a new Opportunity Record Type is created and linked to that Sales Process. Finally, the Record Type is assigned to the appropriate user profiles to grant access.

Step-by-Step Solution

1
Ensure all required stage picklist values exist on the Opportunity Stage field.
The master picklist contains all stages required by the new sales pipeline.
Sales processes can only include stages that already exist in the master Stage picklist.
2
Create a new Sales Process in Setup.
A customized sales process is created with chosen stage values.
The Sales Process filters which master picklist values apply to opportunities associated with this process.
3
Create a new Opportunity Record Type and link it to the Sales Process.
The record type is created and coupled with the sales process logic.
Opportunity record types cannot be created without selecting an existing Sales Process.
4
Assign the Record Type to user profiles or permission sets.
Target users gain access to create opportunities using the new sales process.
Record type access controls user visibility when creating new opportunity records.

Key Concept

Configuring Sales Processes and Opportunity Record Types
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Topics

Sales Processes and Opportunity Stages

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