An Administrator needs to create a Sales Process for a new product. What are three considerations for this process? Choose 3 answers
A. All Picklist values on the Page Layout must be added to the Master picklist Value List or be active values.
B. The Record Type's Page Layout is assigned to Users through their Profile assignments.
c. An Opportunity Record Type will need to be created and assigned to the Sales Process.
D. Adding a new value to the Record Type Master Picklist Value List adds the value to all existing Record Type picklists.
E. The Record Type Name assignment becomes permanent upon Save of a new Record Type.
(But i have a doubt with the option C,is it mandatory for creating a sales process , opportunity record type needs to be created to need to include opportunities stages &
With option D,as while adding picklist on the sales process page we got the information as that “removing an item from the picklist does not remove it from any existing records. Finally, select a default picklist value for this Record Type.” )
Am really confused with these two options.
1 个回答
Hi Jagannath,
You can disregard C and D. You can create sales process without opportunity record type and adding picklist value to the master record type will not add to all existing record type.
Hope that helps.
