ADM-201 · Question #80
Universal Containers wants to create a new sales team that focuses exclusively on small to medium business customers. This group will track information with the same fields and picklist values but…
The correct answer is A. Create a new record type and sales process. To provide a new sales team with different 'Stage' picklist values while maintaining existing fields, the administrator should create a new record type and associate it with a new sales process.
Question
Universal Containers wants to create a new sales team that focuses exclusively on small to medium business customers. This group will track information with the same fields and picklist values but will need two new options on the stage field. How should the administrator accomplish this task?
Options
- ACreate a new record type and sales process.
- BCreate a new record type and page layout.
- CCreate a new record type.
- DCreate a new sales process.
How the community answered
(24 responses)- A79% (19)
- B13% (3)
- C4% (1)
- D4% (1)
Why each option
To provide a new sales team with different 'Stage' picklist values while maintaining existing fields, the administrator should create a new record type and associate it with a new sales process.
The 'Stage' field for Opportunities is controlled by a Sales Process. To offer different 'Stage' picklist values for a specific team or business line, a new Sales Process must be created with the desired stages. This new Sales Process is then assigned to a new Record Type, which allows users to select it when creating relevant opportunities, effectively segregating the sales flow.
While a new record type can be linked to a new page layout, a new page layout alone does not control the available picklist values for the 'Stage' field; that is the function of a sales process.
Creating only a new record type without a corresponding new sales process would not allow for different 'Stage' picklist values for Opportunities.
Creating only a new sales process would allow for different stages, but there would be no mechanism (like a record type) to assign this specific sales process only to the SMB team's opportunities, nor to allow users to choose it during record creation.
Concept tested: Record Types and Sales Processes for Opportunity Stages
Source: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5
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