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Question 25 - Certified Administrator discussion

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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?

A.
Create three sales processes. Create three record types and one page layout.
Answers
A.
Create three sales processes. Create three record types and one page layout.
B.
Create one sales process. Create three record types and three page layouts.
Answers
B.
Create one sales process. Create three record types and three page layouts.
C.
Create three sales processes. Create three record types and three page layouts.
Answers
C.
Create three sales processes. Create three record types and three page layouts.
D.
Create one sales process. Create one record type and three page layouts.
Answers
D.
Create one sales process. Create one record type and three page layouts.
Suggested answer: C

Explanation:

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout controls the layout and organization of detail and edit pages for a specific object and record type combination. To meet the requirement of having different fields and stages for each team, you need to create three sales processes for each market segment, three record types for each sales process, and three page layouts for each record type.

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

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asked 23/09/2024
Stephanie Scheffers
42 questions
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