Given a scenario, identify the capabilities and implications of the sales process.
Sales processes define which opportunity stages are relevant for a specific sales cycle. They are linked to opportunity records types, which can be made shared to users based on profiles or permission sets.
Opportunities represent sales deals in Salesforce. They can be created as the result of a qualified lead and must be linked to an account. Opportunities follow a predefined sales process with different stages.
Paths can be created to guide sales representatives through a sales cycle. For each stage of the opportunity, key fields and textual guidance success can be specified.
Sales processes define which opportunity stages are relevant and available for a specific sales cycle. Multiple sales process can be defined and used in different opportunity records types.
Opportunity record types are linked to a specific sales process which defines which stage picklist values are relevant and available. Access to record types can be defined on a profile or permission set level.
Users can have access to multiple opportunity record types. When creating a new opportunity, those users are prompted to choose the appropriate record type. This selection will drive the applicable business process, picklist values, and page layouts.
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