ADM-201 · Question #61
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field but found that the…
The correct answer is D. Add the new value to the appropriate sales process. To make a new Opportunity Stage picklist value available to users, it must be explicitly associated with a Sales Process.
Question
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field but found that the new value was not available to users. What should the administrator do?
Options
- AEnsure the limit of 10 stage values was not exceeded
- BEnsure the new value was marked as active
- CAdd the new value to the appropriate record type
- DAdd the new value to the appropriate sales process
How the community answered
(59 responses)- A7% (4)
- B2% (1)
- C3% (2)
- D88% (52)
Why each option
To make a new Opportunity Stage picklist value available to users, it must be explicitly associated with a Sales Process.
Salesforce does not impose a strict limit of 10 stage values for opportunities; administrators can create more than 10 stages as needed.
New picklist values are typically active by default upon creation, and while an inactive value wouldn't appear, the primary reason for a stage not being visible after creation is its exclusion from the relevant Sales Process.
While Record Types are associated with Sales Processes, the direct action to make a stage value available for selection is to include it in the Sales Process itself, not directly assign it to the Record Type.
After adding a new picklist value to the Opportunity Stage field, an administrator must then add that new value to the appropriate Sales Process. Sales Processes dictate which stage picklist values are available for Opportunities linked to specific Record Types, ensuring the new stage appears in the dropdown for users.
Concept tested: Opportunity Sales Process and Stage picklist configuration
Source: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5
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