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SandrineSandrine 

Opportunity sales process tutorial

Hello,

For opportunity,
How can i create different record types, sales process, etc.

Thanks
Best Answer chosen by Sandrine
Amit Chaudhary 8Amit Chaudhary 8
What is a Record Type?

Allows you to define different sets of picklist values for both standard and custom picklists
Record Types help you implement your custom business processes

Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain

Business Process

What is a Business Process?
•Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:

--> Sales Processes
- Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
--> Support Processes - Create different support processes that include some or all of the picklist values available for the Case Status field
--> Lead Processes - Create different lead processes that include some or all of the picklist values available for the Lead Status field
--> Solution Processes - Create different solution processes that include some or all of the picklist values available for the Solution Status field

Business Process Examples

Lead Processes:
--Cold Call
--3rd Party telesales companies
--Leads generated via campaigns
--Leads generated via a registration form
Opportunities Sales Processes:
--Miller Heiman/ Solution Selling Methodology
--Inside Sales vs. Outside Sales
--New business vs. Existing Business (Up selling)
Case Processes:
--Customer Inquiries
--Internal Requests
--Billing inquiries
Solutions Processes:
--Internal vs. Public Knowledge Base

Please let us know if this will help you

Thanks
Amit Chaudary

All Answers

SandrineSandrine
Also, what is relation betwee, Record types, sales process, opportunity, different users..in simple
Vincent SesVincent Ses

for Opportunity  object,
1.We can assign picklist fields values for different record types , except the picklist field——Opportunity Stage .
  Record types are related to the page layout. we can  assign different record type to different page layout  for different profiles.
2. But we can assign it(Opportunity Stage) for sales process,  you can new a Sales Process to try it.
 After you create a sales process, when you create a record type ,you have to select a sales process to determine Opportunity Stage's values.
SandrineSandrine

for XYZ profile, sometimes he get to choose the two record types...

Is each page layout corresponds to only one record type

Amit Chaudhary 8Amit Chaudhary 8
What is a Record Type?

Allows you to define different sets of picklist values for both standard and custom picklists
Record Types help you implement your custom business processes

Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain

Business Process

What is a Business Process?
•Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:

--> Sales Processes
- Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
--> Support Processes - Create different support processes that include some or all of the picklist values available for the Case Status field
--> Lead Processes - Create different lead processes that include some or all of the picklist values available for the Lead Status field
--> Solution Processes - Create different solution processes that include some or all of the picklist values available for the Solution Status field

Business Process Examples

Lead Processes:
--Cold Call
--3rd Party telesales companies
--Leads generated via campaigns
--Leads generated via a registration form
Opportunities Sales Processes:
--Miller Heiman/ Solution Selling Methodology
--Inside Sales vs. Outside Sales
--New business vs. Existing Business (Up selling)
Case Processes:
--Customer Inquiries
--Internal Requests
--Billing inquiries
Solutions Processes:
--Internal vs. Public Knowledge Base

Please let us know if this will help you

Thanks
Amit Chaudary
This was selected as the best answer
SandrineSandrine
From the Vincent's reply.

1.We can assign picklist fields values for different record types , except the picklist field——Opportunity Stage .
  Record types are related to the page layout. we can  assign different record type to different page layout  for different profiles.

"we can  assign different record type to different page layout  for different profiles." How is it achieved ?
 
SandrineSandrine
I explain what i understad,

At first, the stage picklist is filled up with different probability.
Then, few for example 4 sales processess are formed, selecting few of the picklist above.
Then, Page layouts and Recordtypes are created.
Each record type corresponds to one sales process.
Then from page layout assignment, each profile for each record type a page layout is assigned.
My question now...
How does he gets to choose two options to go ahead....
Is it because that 2 record types are visible to him or is it the two profiles that are visible to him
Amit Chaudhary 8Amit Chaudhary 8
Business process Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets

And in one Business process can have multiple record type type depend on status field on lead, opportunity and case object
 
mike franklin 10mike franklin 10
Hi all:

I have one question.  I am fully familiar with the sales process and created a record type to attach to a sales process.  However I do not see the part to select a sales process to determine Opportunity Stage's values.