QuestionQ1332

Security and Access

The VP of Sales at Northern Trail Outfitters asked for a new value to be added to the opportunity stage. The administrator added the new picklist value to the Stage field, but discovered that users could not access it.

How should the administrator troubleshoot the issue?

  • A Ensure the stage probability value is set.
  • B Add the new value to the appropriate record type.
  • C Mark the new value as active in the record type.
  • D Assign the new value to the appropriate sales process.
Explanation

Opportunity Stage is governed by the sales process associated with an Opportunity record type. A Stage value added to the field’s master picklist is available to users only when it is also included in the relevant sales process; the record type then exposes that process to its assigned users.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!