ADM-201 · Question #206
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The services team also wants to use…
The correct answer is B. Create one sales process. Create three record types and three page layouts. To provide different fields and tailored stage guidance for each sales team and the services team, the administrator should create three record types, each linked to a distinct page layout and utilizing a single sales process.
Question
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The services team also wants to use Opportunity to track installation, All three teams will need to use different fields and stages. How should the administrator configure this requirement?
Options
- ACreate three sales processes. Create three record types and one page layout.
- BCreate one sales process. Create three record types and three page layouts.
- CCreate one sales process. Create one record type and three page layout.
- DCreate three sales processes. Create three record types and three page layouts.
How the community answered
(35 responses)- A11% (4)
- B80% (28)
- C3% (1)
- D6% (2)
Why each option
To provide different fields and tailored stage guidance for each sales team and the services team, the administrator should create three record types, each linked to a distinct page layout and utilizing a single sales process.
Using only one page layout would prevent different teams from having unique sets of fields.
Creating three record types allows for different business processes and custom Sales Paths, enabling the display of different stage guidance to each team. Associating these record types with three distinct page layouts ensures that each team sees a unique set of fields relevant to their specific needs.
One record type would not allow for differentiating business processes, stage paths, or distinct field sets for three different teams.
While creating three sales processes, record types, and page layouts would fully differentiate fields and stage picklist values, option B is provided as the correct answer, implying that 'different stages' can be achieved through Sales Paths on record types without requiring multiple underlying sales processes for picklist values.
Concept tested: Salesforce record types, page layouts, sales processes
Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
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