Nexus Health Systems operates two distinct revenue divisions: Medical Equipment Sales and Consulting Services. The Consulting Services team requires a custom sales pipeline with specific opportunity stages (Discovery, Proposal Development, Contract Negotiation, and Project Kickoff) that differ from the standard equipment sales stages. An administrator has already added the new stage values to the Opportunity object's Stage picklist field. Which sequence of administrative steps must be completed next to ensure the Consulting Services team sees only their relevant stages when creating opportunities?
- Create a new Sales Process containing the consulting stages, create a new Opportunity Record Type associated with that Sales Process, and assign the Record Type to the Consulting Services profile.Cevap
- BCreate a new Opportunity Record Type and directly select the available stage picklist values within the Record Type picklist edit page, then assign the Record Type to the Consulting Services profile.
- CCreate a new Sales Process containing the consulting stages and assign the Sales Process directly to the Consulting Services user profile, bypassing Record Type creation.
- DConfigure Lead Conversion Field Mapping to route incoming consulting leads to the new stage picklist values, then assign the stage field permissions to the Consulting Services profile.
Cevap
Create a new Sales Process containing the consulting stages, create a new Opportunity Record Type associated with that Sales Process, and assign the Record Type to the Consulting Services profile.
In Salesforce, the Opportunity Stage field is controlled specifically by a Sales Process. To implement distinct stage values for a team, an administrator must first create a Sales Process containing those stages, create an Opportunity Record Type linked to that Sales Process, and finally assign the Record Type to the target user profiles.
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Anahtar Kavram
Sales Processes and Opportunity Stage Picklist Management