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srikanthpallasrikanthpalla 

What is salesprocess in salesforce

Hi,

  Please let me know what is salesprocess in salesforce exactly.
Best Answer chosen by srikanthpalla
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

Amit Chaudhary 8Amit Chaudhary 8
Sales Process is mandatory for creating Record Type in Opportuity. Sales Process is used to create and maintain the Sales Processes used within our organization. A Sales Process contains the Stages an Opportunity follows through its sales cycle.

In order to create Sales Process, follow the below steps
1. Go to App Setup --> Customize --> Opportunity --> Sales Processes.
2. Click "New" button.
3. Enter the Sales Process name and click "Save" button.
4. Select the required Stage values and click "Save" button.
5. Now create a Record Type.
6. Select the Sales process in Record Type creation and save the Record Type.

Please check below post for screen shot
1) http://www.infallibletechie.com/2013/04/sales-processes-in-opportunity-in.html
2) https://certifiedondemand.com/salesforce-com-certified-administrator/sales-cloud/sales-processes-and-opportunity-fields-in-salesforce-how-does-it-all-fit-together/

I will recomment you please check below trailhead module for more information
1) https://developer.salesforce.com/trailhead/en/admin_intro_opptys_leads/admin_intro_opptys_leads_opportunities

Let us know if this will help you

Thanks,
Amit Chaudhary
JyothsnaJyothsna (Salesforce Developers) 
Hi Srikanth,

To control the picklist values of the stage field on the opportunity object we should create sales process.
Without selecting the sales process we can't create the record type for opportunity object.

Please check the below link for more explanation on saleprocess with screenshots.
https://certifiedondemand.com/salesforce-com-certified-administrator/sales-cloud/sales-processes-and-opportunity-fields-in-salesforce-how-does-it-all-fit-together/

Hope this helps you!
Best Regards,
Jyothsna
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