Meridian Global operates two distinct sales divisions: Direct Commercial Sales and Public Sector Consulting. The Public Sector team requires a unique sequence of Opportunity stage picklist values to track compliance reviews and formal tender submissions, which differ from the standard stages used by Direct Commercial Sales. An administrator must ensure Public Sector reps can only select their division's specific stages when creating and managing opportunities. Which TWO configuration steps must the administrator perform to meet these requirements?
- Create a new Sales Process that selects the specific set of stage picklist values required for Public Sector Consulting.Cevap
- Create a new Opportunity Record Type assigned to Public Sector users and link it to the newly created Sales Process.Cevap
- CAssign the custom stage picklist values directly to the Opportunity Page Layout under Section Properties.
- DMap the custom stage values in the Lead Conversion Field Settings for the Lead object.
Cevap
The correct administrative steps are creating a new Sales Process with the required stage picklist values, and creating a new Opportunity Record Type linked to that Sales Process.
To display a customized set of Opportunity stages for a specific business unit, an administrator must first create a dedicated Sales Process containing the desired subset of stage picklist values. Next, the administrator creates an Opportunity Record Type linked to that Sales Process and assigns it to the appropriate user profiles. Opportunity stage picklist availability is controlled exclusively through the Sales Process mapped to the record type.
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Sales Processes and Record Type Stage Mapping