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Rakhesh TRakhesh T 

Sales Process

I ma new to salesforce. Can anyone please tell what exactly is a sales process and i twould be of great help if you can provide relavent documents.
Matthias SchreiberMatthias Schreiber
Apparently new to English too... If you want somebody to reply then you should also make the effort to write properly. You could at least have used Google Translate or something. If you want to know what a sales process is then just Google it, there is tons of material on it. You can also go on Wikipedia.
NagendraNagendra (Salesforce Developers) 
HI Rakhesh,

A sales process is used to determine which opportunity stages are selectable when record types are enabled.  A sales process is not required if record types are not enabled.


Every company is unique, but all companies want to find, sell to, and keep customers. Salesforce has the tools you need to grow your pipeline and make more sales.

Salesforce features designed to support your sales process include leads, campaigns, products, pricebooks, opportunities, and quotes. In this section, we’ll learn about leads and opportunities. You can use opportunities alone, or you can enhance your opportunities by using them along with leads.

Please refer to the below link on a quick idea

Setting up a sales process:

You might sell different items using different processes. You must set up at least one sales process in Salesforce, but you can set up additional processes to match how your business actually works.
  • From Setup, click Customize | Opportunities | Sales Processes.
  • Click New.
  • To create the first new process for your organization, create a Master process.
  • Give your sales process a unique but descriptive name. For example, Retail Sales.
  • Optionally, add a description.
  • By default, all stages are included in a new process. Remove stages you don’t want to include by clicking the stage name in the Selected Values area, and then clicking the Remove arrow to move the unwanted stage to the Available Values area. For example, if you qualify all leads before converting leads to opportunities, remove Qualification from the selected values.
  • Click Save.
Kindly mark my solution as the best answer if it helps you.

Best Regards,
Amit Chaudhary 8Amit Chaudhary 8
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

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

Please let us know if this will help you

Amy S. OplingerAmy S. Oplinger
Completely out of line, Matthias Schreiber
That was extremely inappropriate and in poor taste, Matthias Schreiber.
Kruthika KsKruthika Ks
Thats so rude, Matthias Schreiber
@Matthias Schreiber : Try to understand intension of the person not mistakes.instead o giving him these types suggestion(You could at least have used Google Translate) .Please try to use your common sense. All the best for your common sense lerning program.
Shanth Shenoy 3Shanth Shenoy 3
Obviously Manners is new to Matthias Schreiber & he should make the effort to learn it.
Shahroz BeigShahroz Beig
It basically allows the organization to segregate the Opporttunity stages based on the process which they follow. It works similarily how record type work but for the stage picklist values only.
Vijay MundraVijay Mundra
Very helpful. Thanks!