Zephyr Aerospace is introducing a dedicated sales pipeline for its Professional Services division that requires a distinct set of Opportunity stages and probability calculations compared to its hardware sales division. Which two administrative actions must the system administrator perform to implement this requirement? (Select 2)
- Create a new Sales Process and select the specific stage picklist values required for the Professional Services pipeline.Cevap
- Create a new Opportunity Record Type and associate it with the newly created Professional Services Sales Process.Cevap
- CAssign the new stage picklist values directly to the standard Opportunity Record Type without creating a Sales Process.
- DUpdate Profile settings for the Professional Services users to grant access to the new stage picklist values at the profile level.
Cevap
The administrator must create a new Sales Process containing the specific stages needed for Professional Services, and then create a new Opportunity Record Type linked to that Sales Process.
To support distinct sales pipelines with unique stages, an administrator must create a custom Sales Process containing the desired stages and then associate that Sales Process with a new Opportunity Record Type.
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Sales Processes and Opportunity Stage Record Type Assignment