A System Administrator at Nexus Biomedical needs to configure a custom sales pipeline for a new Medical Devices division. Place the administrative steps required to configure this new pipeline in the correct execution order, from first to last.
- 1Add the required custom stage values to the Opportunity Stage picklist field.
- 2Create a new Sales Process and select the applicable Opportunity Stages.
- 3Create an Opportunity Record Type and associate it with the new Sales Process.
- 4Assign the new Opportunity Record Type to the Medical Devices sales team's profiles.
Cevap
The correct order of administrative steps is: 1) Add required custom stage values to the Opportunity Stage picklist field. 2) Create a new Sales Process and select the applicable Opportunity Stages. 3) Create an Opportunity Record Type and associate it with the new Sales Process. 4) Assign the new Opportunity Record Type to the Medical Devices sales team's profiles.
Configuring a new sales pipeline follows a strict dependency order in Salesforce: first, the necessary stage values must be added to the Opportunity Stage picklist field; second, a Sales Process is created to select and map those specific stages; third, an Opportunity Record Type is created and linked to the Sales Process; finally, access to the new Record Type is assigned to the target user profiles.
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Anahtar Kavram
Sales Process and Record Type setup sequence