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CRT-101 · Question #68

Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What Should the…

The correct answer is C. Create a new sales process. A Sales Process in Salesforce defines the subset of Opportunity Stage picklist values that apply to a specific type of deal. When a product follows a completely different business model (like a home concierge service vs. traditional real estate), it will have different pipeline…

Sales and Service Cloud Applications

Question

Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What Should the administrator Configure to meet this requirement?

Options

  • ACreate a quick action.
  • BCreate a new approval process.
  • CCreate a new sales process.
  • DCreate a new Opportunity product.

How the community answered

(57 responses)
  • A
    12% (7)
  • B
    2% (1)
  • C
    81% (46)
  • D
    5% (3)

Explanation

A Sales Process in Salesforce defines the subset of Opportunity Stage picklist values that apply to a specific type of deal. When a product follows a completely different business model (like a home concierge service vs. traditional real estate), it will have different pipeline stages and milestones. Creating a new Sales Process allows the administrator to configure a unique set of stages for this offering, which is then assigned to a Record Type on the Opportunity object. Quick Actions (A) are shortcuts for creating records. Approval Processes (B) handle record approvals. Adding a new Opportunity Product (D) only adds a line item to an opportunity and does not define pipeline stages.

Topics

#Sales Process#Opportunity Management#Business Process#Sales Cloud Configuration

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