Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation?
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation?
Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation?
- Create a page layout and record type for each team
- Create a sales process for each team
- Create a sales process and a page layout for each team
- Create a sales process, page layout, and record type for each team ✅
Correct Answer
Create a sales process, page layout, and record type for each team ✅
Explanation
This requirement can be met by creating two record types, two sales processes and two page layouts.
- A sales process should be defined with the relevant Opportunity stages selected
- A page layout should be defined with the relevant fields included
- A record type should be created and a sales process and page layout associated with it
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