Apex Global Financials is introducing a new Wealth Advisory division alongside its established Retail Brokerage operations. The Wealth Advisory team requires a unique set of sales stages and probability metrics for their opportunities, while Retail Brokerage will retain the standard sales cycle. Which TWO configuration steps must an administrator complete to fulfill this requirement?
- Create a new Sales Process and select the subset of Opportunity Stage picklist values specific to Wealth Advisory.Cevap
- BFilter the Opportunity Stage field options directly within the Page Layout editor for the Wealth Advisory profile.
- Create a new Opportunity Record Type and assign the newly defined Wealth Advisory Sales Process to it.Cevap
- DMap custom Lead Status values to Opportunity Stage fields in the Lead Conversion settings prior to creating record types.
Cevap
To establish distinct sales stages for different business divisions, an administrator must first create a dedicated Sales Process containing the required stage picklist values, and then create a new Opportunity Record Type associated with that Sales Process.
On the Opportunity object, stage availability is governed by Sales Processes. An administrator must first create a custom Sales Process selecting the appropriate stage picklist values, and then create an Opportunity Record Type to link that Sales Process to users.
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Sales Process and Record Type Linkage for Opportunities
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