Solaria Energy Solutions operates two distinct sales divisions: B2B Commercial and B2C Residential. The B2C Residential sales team requires a streamlined three-stage sales pipeline (Qualification, Proposal, Closed Won/Lost), whereas the B2B Commercial team follows a complex six-stage pipeline. The Salesforce administrator has already created all necessary picklist values in the standard Stage field on the Opportunity object. Which set of administrative steps must the administrator perform next to ensure B2C sales representatives only select from the three relevant stages when creating opportunities?
- Create a new Sales Process for B2C Residential, select the three appropriate stages, create an Opportunity Record Type for B2C, and associate the Sales Process with the new Record Type.Answer
- BCreate an Opportunity Record Type for B2C Residential and directly edit the Stage picklist values available within the Record Type setup page without creating a Sales Process.
- CCreate a new Sales Process for B2C Residential selecting the three stages, then assign the Sales Process directly to the user profiles of the B2C sales team.
- DMap the three B2C Stage picklist values to the Lead Status field in Lead Conversion settings, then enable custom stage filtering on the Opportunity page layout.
Answer
Create a new Sales Process for B2C Residential, select the three appropriate stages, create an Opportunity Record Type for B2C, and associate the Sales Process with the new Record Type.
On the Opportunity object, stage picklist values are governed by Sales Processes. To display different stages for different business lines, an administrator must first create a Sales Process containing the desired stage values, create an Opportunity Record Type, and link the Sales Process to that Record Type. Finally, the Record Type is assigned to the appropriate user profiles.
Step-by-Step Solution
Key Concept
Sales Processes and Opportunity Record Types