Once you have created Sales Processes and customized the available Stages for Opportunities by Sales Process, you can now create Opportunity Record Types. You will associate each Record Type with a corresponding Sales Process. It's typically helpful to name the corresponding Sales Process and Opportunity Record Type the same, to avoid confusion. You have to have the Sales Process in place before you can create a Record Type on the Opportunity object.
We assign page layouts by Record Type and Profile. We also discuss the setting and implications of the Default Record Type that is set for each Profile.
Resources:
Record Type Access in Salesforce - Master Record Type Explained - https://youtu.be/GKu2J2Ij1NE
Mike Wheeler Media Youtube Channel - ...
In this lesson, we add a Path to the Opportunity object and then include it on the page layout.
In this lesson we compare and contrast the functionality provided by a Sales Process vs. a Path.
