Pinnacle Financial Operations is launching a new Advisory Services division alongside its existing Asset Management business. The Advisory Services sales team requires a custom sales pipeline with unique opportunity stages, probabilities, and forecast categories that differ from the standard sales pipeline. Which TWO administrative actions must the Salesforce administrator perform to fulfill this setup?
- Create a new Sales Process to select and map the specific opportunity stages required for the Advisory Services pipeline.Cevap
- Create a new Opportunity Record Type for Advisory Services and associate it with the newly created Sales Process.Cevap
- CAssign the custom opportunity stage picklist values directly to the new Opportunity Record Type edit page without defining a Sales Process.
- DConfigure profile-level field security to display the designated opportunity stages exclusively for Advisory Services user profiles.
Cevap
The administrator must create a dedicated Sales Process containing the appropriate opportunity stages, and assign that Sales Process to a newly created Opportunity Record Type.
To support separate sales pipelines with distinct opportunity stages, administrators must first create a Sales Process containing the desired stage values. Second, a new Opportunity Record Type must be created and linked to that Sales Process. This ensures that users creating opportunities with that record type follow the correct stage progression.
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Anahtar Kavram
Sales Processes and Opportunity Stages