OmniTech Robotics recently introduced two distinct business divisions: Enterprise Hardware and Managed Services. The Managed Services team follows a specialized sales lifecycle requiring a different sequence of Opportunity stages and win probabilities than the Enterprise Hardware team. Which two administrative steps must the Salesforce administrator take to configure the system for these division-specific lifecycle requirements? (Select 2)
- Create a unique Sales Process for each division and select the appropriate Opportunity Stage picklist values for each process.Cevap
- Create separate Opportunity Record Types for Enterprise Hardware and Managed Services, associating each Record Type with its corresponding Sales Process.Cevap
- CEdit the Stage picklist field directly on the Opportunity object settings and assign stage values directly to Opportunity Record Types without creating a Sales Process.
- DConfigure Lead Conversion Field Mapping to map custom Lead status values directly to Opportunity Stage picklist fields for each record type.
Cevap
The administrator must create a distinct Sales Process for each business division to define available Opportunity stages, and then create corresponding Opportunity Record Types linked to each Sales Process.
To support different opportunity lifecycles on the Opportunity object, an administrator must create a Sales Process for each lifecycle to define the available stage values, and then create Opportunity Record Types linked to those Sales Processes so users can select the correct record type upon opportunity creation.
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Anahtar Kavram
Sales Processes and Opportunity Stage Picklist Control via Record Types