Which two Salesforce functions will allow the consultant to meet this requirement?

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.

Which two Salesforce functions will allow the consultant to meet this requirement? Choose 2 answers
A . Sales Processes
B . Pipeline Inspection
C . Opportunity Splits
D . Record Types

View Answer

Answer: A, D

Explanation:

To sell to both consumers and businesses with different Stages, the consultant should use Sales Processes and Record Types. A Sales Process is a set of stages that an opportunity goes through as it moves from creation to closure. A Record Type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating different Record Types for consumer and business sales, the consultant can assign different Sales Processes and page layouts to each Record Type. This way, the consumer sales team and business sales team can use different Stages for their opportunities.