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Business Platforms & EA · Intermediate

Business Process

Set of picklist values (such as Stage or Status) for Lead, Opportunity, Case or Solution, associated with record types.

Definition

Business processes include sales processes (Opportunity stages), lead processes (Lead status), support processes (Case status) and solution processes. A record type for those objects must reference a business process.

Exam tip

To show different opportunity stages per team, create sales processes and assign them via record types.

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