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Opportunity Stages and Sales Processes

Salesforce Certified Administrator - Lightning Experience - Part 2 • 6m 32s

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 2

  • Opportunity Record Types

    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 Opp...

  • Record Type and Page Layout Assignmen...

    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 - ...

  • Adding a Path to an Opportunity

    In this lesson, we add a Path to the Opportunity object and then include it on the page layout.