Horizon Healthcare operates two distinct sales divisions: Government Contracts and Commercial Medical Equipment. The Government Contracts division requires a customized sequence of opportunity stages (Qualified, RFP Submitted, Technical Review, Awarded, Closed Lost), whereas the Commercial Medical Equipment division uses the standard Salesforce sales lifecycle. The system administrator must ensure that sales representatives in the Government Contracts division can only view and select their division's specific stage values when working on opportunities.
Which TWO administrative configuration steps must be performed to meet these business requirements?
- Create a custom Sales Process for Government Contracts and select only the required stage picklist values.Cevap
- Create an Opportunity Record Type for Government Contracts and associate it with the newly created Sales Process.Cevap
- CEdit the Opportunity Stage picklist field directly under Record Type picklist settings without defining a Sales Process first.
- DConfigure Field-Level Security on the Stage picklist field to hide unused stage values from Government Contracts profiles.
Cevap
To enforce a unique set of opportunity stages for a specific business unit, an administrator must create a dedicated Sales Process containing the appropriate stage picklist values and then assign that Sales Process to a custom Opportunity Record Type.
In Salesforce, Opportunity Stage values are governed by Sales Processes. To display a tailored set of stages to a specific user group, an administrator must create a custom Sales Process selecting the appropriate stage values, and then assign that Sales Process to an Opportunity Record Type designated for those users.
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Sales Process and Record Type Mapping for Opportunity Stages