nerdexam
Salesforce

CRT-101 · Question #204

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 C. Create three sales processes. Create three record types and three page layouts. When multiple teams need different Opportunity stages and fields, each team requires its own sales process, record type, and page layout.

Object Manager and Lightning App Builder

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 three sales processes. Create three record types and three page layouts.
  • DCreate one sales process. Create one record type and three page layouts.

How the community answered

(26 responses)
  • A
    4% (1)
  • B
    4% (1)
  • C
    81% (21)
  • D
    12% (3)

Why each option

When multiple teams need different Opportunity stages and fields, each team requires its own sales process, record type, and page layout.

ACreate three sales processes. Create three record types and one page layout.

Creating only one page layout shared across three record types would not allow teams to see different sets of fields, violating the requirement for field differentiation.

BCreate one sales process. Create three record types and three page layouts.

One sales process means all three record types would share the same set of stages, which does not satisfy the requirement for different stages per team.

CCreate three sales processes. Create three record types and three page layouts.Correct

Three distinct sales processes are required because each team needs a unique set of Opportunity stages, and stages are controlled by sales processes. Three record types are needed to associate each team's process, and three page layouts ensure each team sees only the relevant custom fields.

DCreate one sales process. Create one record type and three page layouts.

A single record type cannot be configured with different sales processes, so all three teams would share the same stages, which does not meet the requirement.

Concept tested: Opportunity record types, sales processes, and page layouts

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

Topics

#Record Types#Sales Processes#Page Layouts#Opportunity Configuration

Community Discussion

No community discussion yet for this question.

Sign up to join the discussion
Full CRT-101 Practice