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CRT-211 · Question #55

DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities. How should an administrator…

The correct answer is B. Use separate record types, page layouts, and sales processes for the Rental and Real Estate. Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams' different needs. Record types are a way to offer different business processes, picklist values, and…

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Question

DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities. How should an administrator extend the Opportunity object to meet the teams' different needs?

Options

  • ALeverage Opportunities for the Real Estate Team and create a new custom object for the Rental
  • BUse separate record types, page layouts, and sales processes for the Rental and Real Estate
  • CCreate Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields
  • DAdd a section for Rental and a section for Real Estate on the Opportunity Master Record Type to

How the community answered

(24 responses)
  • A
    4% (1)
  • B
    71% (17)
  • C
    8% (2)
  • D
    17% (4)

Explanation

Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams' different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.

Topics

#record types#page layouts#sales processes#Opportunity customization

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