QuestionQ20

Sales Cloud Solution Design

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and includes more stages than the shipping sales cycle.

Which solution should a consultant recommend to satisfy these business requirements?

  • A Create different record types and sales processes for each line of business, and assign different stages to each page layout.
  • B Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
  • C Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
  • D Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.
Explanation

Salesforce Opportunity record types can use separate sales processes, each of which defines its available stage values. Different page layouts can then be assigned to each record type to present the appropriate fields and interface for shipping versus freight opportunities.

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