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Brian Peters ha preguntado en #Sales Cloud

I just hired a salesperson to handle a completely different side of the business that needs different opportunity stages than my current team. We have the Enterprise version of Salesforce. Is there any way to create multiple pipelines? Do I create a custom object? I found a couple of posts about this but they reference a cheatsheet that is now a broken link so I can't see to get unstuck. 

2 respuestas
  1. 29 mar 2023, 21:43

    There are several things you can do. You will need to add the new stages to the current Opportunity Stages field. You can then create a new record type for the new sales pipeline to differentiate from one pipeline to another. You will then need to create a new sales process specific to the new stages and apply that sales process to the record type. Now, you will be able to differentiate in reporting from one record type vs the other. There are implications and considerations for implementing record types if you do not use them already. Here's an article from Salesforce Ben that talks about record type best practice

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