🧠 WHO CAN FIX IT? TEAM ALPHA EDITION
You have been hired as the Salesforce Admin for a UK based food distribution company.
The Sales Director says the team needs two different Opportunity journeys.
Local store deals are simple and move quickly.
National supermarket deals are complex, involve multiple stakeholders, pricing reviews, and contract negotiation.
The current problem is that every Opportunity uses the same stages, so reports are confusing and reps do not know what steps to follow.
What is the best solution?
💬 Vote and explain your thinking.
This one tests whether you understand Sales Process, Record Types, Path, and real business process design.
YOU CAN ALSO EXPLAIN WHY YOUR OPTION IS CORRECT IN THE COMMENTS
🔘 A. Create two Sales Processes, assign them to the same Opportunity Record Type, and use required fields to control which stages users should follow
🔘 A. Create one Opportunity Record Type, use different page layouts for local and national deals, and add Path guidance so users can follow the correct process manually
🔘 C. Create two Opportunity Record Types, keep one shared Sales Process for reporting consistency, and use Path guidance to explain the difference between local and national deals
🔘 D. Create two Opportunity Record Types, create two Sales Processes with different stages, and configure Path guidance for each process so reps know what to do at each stage
12 votes
13
10 comments
🧠 WHO CAN FIX IT? TEAM ALPHA EDITION
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