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ADM-201 · Question #65

Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages: Prospecting Value Proposition Negotiation/Review Closed Won Closed Lost The want to…

The correct answer is B. Create a new sales process that includes the relevant stages and assign it to the new battery. To implement different sets of Opportunity stages for various opportunity types, an administrator should create a new sales process with the desired stages. This new sales process then needs to be associated with a new Opportunity record type.

Submitted by femi9· Apr 18, 2026Sales and Marketing Applications

Question

Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages:

  • Prospecting
  • Value Proposition
  • Negotiation/Review
  • Closed Won
  • Closed Lost

The want to implement a new process for their battery Opportunities using the following stages:

  • Qualification
  • Value Prospection
  • Negotiation/Review
  • Closed Won
  • Closed Lost

What should the administrator configure to implement these changes?

Options

  • ACreate a new battery record type on Opportunity and add the appropriate values to the stage
  • BCreate a new sales process that includes the relevant stages and assign it to the new battery
  • CUpdate the existing Opportunity sales process to includes qualification as a valid stage.
  • DEdit the stage field on Opportunity and activate qualification as a value.

How the community answered

(37 responses)
  • A
    3% (1)
  • B
    78% (29)
  • C
    14% (5)
  • D
    5% (2)

Why each option

To implement different sets of Opportunity stages for various opportunity types, an administrator should create a new sales process with the desired stages. This new sales process then needs to be associated with a new Opportunity record type.

ACreate a new battery record type on Opportunity and add the appropriate values to the stage

While creating a new record type is part of the solution, the record type itself doesn't define the stages; it must be explicitly associated with a sales process to control the 'Stage' picklist values.

BCreate a new sales process that includes the relevant stages and assign it to the new batteryCorrect

A Sales Process dictates the available picklist values for the 'Stage' field on an Opportunity. To have distinct stage sets for 'solar panel' and 'battery' opportunities, a new Sales Process specifically for battery opportunities must be created and linked to a new Opportunity record type to control which stages appear for each type.

CUpdate the existing Opportunity sales process to includes qualification as a valid stage.

Updating the existing Opportunity sales process would affect all opportunities using that process, thereby losing the distinction between solar panel and battery opportunity stages.

DEdit the stage field on Opportunity and activate qualification as a value.

Editing the 'Stage' field and activating 'qualification' would make it available across all sales processes that include it, not restrict it to a specific new opportunity type's process.

Concept tested: Sales Processes, Record Types, Opportunity Stages

Source: https://help.salesforce.com/s/articleView?id=sf.sales_processes.htm&type=5

Topics

#Sales Process#Opportunity Stages#Record Types#Configuration

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