Salesforce Administrator — Question 310

Ursa Major Solar recently acquired a company whose Sales team has a unique sales process, with stages that are different from the current setup of stages in
Salesforce.
The Chief Technology Officer (CTO) has decided that the new Sales team should NOT change their process at all.
What should the Administrator do to incorporate the new Sales team's process?

Answer options

• A. Create new values for the Opportunity Stage field; create a new Sales Process assigned to a custom Record Type for the new Sales team.
• B. Create a Record Type and page layout for the new Sales team and a custom field for the new Stages.
• C. Create new values for the Opportunity Stage field and use field-level security to control which teams see which fields.
• D. Create new values for the Opportunity Stage field; order them so that the new Sales team's values are at the bottom of the picklist.

Correct answer: B

Explanation

The correct answer is B because creating a Record Type and page layout allows the new Sales team to have their own distinct process without affecting the existing setup. Answer A suggests creating a new Sales Process, which may not be necessary if the new team's stages are managed through a custom field. Answer C does not address the need for a distinct layout, and answer D does not solve the requirement of maintaining the new Sales team's process as it merely rearranges existing options.