Salesforce Administrator — Question 507

Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages:
✑ Prospecting
✑ Value Proposition
✑ Negotiation/Review
✑ Closed Won
✑ Closed Lost
They want to implement a new process for their battery Opportunities using the following stages:
✑ Qualification
✑ Value Proposition
✑ Negotiation/Review
✑ Closed Won
✑ Closed Lost
What should the administrator configure to implement these changes?

Answer options

• A. Update the existing Opportunity sales process to include qualification as a valid stage.
• B. Create a new battery record type on Opportunity and add the appropriate values to the stage picklist.
• C. Create a new sales process that includes the relevant stages and assign it to the new battery record type on Opportunity.
• D. Edit the stage field on Opportunity and activate qualification as a value.

Correct answer: B

Explanation

The correct answer is B because creating a new battery record type allows for a distinct set of stages without altering the existing solar panel process. Option A is incorrect as it modifies the current process rather than creating a new one. Option C, while relevant, does not address the need for a new record type specifically. Option D also incorrectly suggests modifying the existing stage field instead of establishing a new configuration.