An administrator at Cloudburst Security is setting up Lightning Sales Console productivity tools for inside sales representatives. The administrator creates a Macro designed to automatically update the Opportunity Stage field and log a task in a single click. When sales reps run the Macro on certain records, an error occurs stating that the selected stage value cannot be applied to the record type. Which action should the administrator take to ensure the Macro executes successfully?
- Verify that the target stage value is included in the Sales Process assigned to the Opportunity record type.Cevap
- BAssign the opportunity stage picklist values directly to the record type without linking them to a Sales Process.
- CConfigure custom lead field mapping to transfer the stage value when converting the lead into an opportunity.
- DAdd an active entry for the related product in the Standard Price Book before executing the Macro.
Cevap
Verify that the target stage value is included in the Sales Process assigned to the Opportunity record type.
In Salesforce, Opportunity Stage picklist values are governed by Sales Processes. When a macro attempts to set an opportunity stage, the value must be part of the active Sales Process assigned to that record's record type; otherwise, validation fails.
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Anahtar Kavram
Sales Console Macros & Sales Process Stage Picklist Governance