Capabilities and Implications of the Sales Process
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Opportunities are used to track these in Salesforce.

They advance through various stages until they are closed won or lost.

Scenario: 

A customer wishes to cancel part of their order they placed last week.

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HealthyPlants Corporation launched a new line for its house plant food products. The sales process for the new line is different from the existing sales process of the older product line as there will be additional sales stages to be added. What should the system administrator do to meet the requirements?

• Create new ________ _________ __________.
• Add in a new ______  and _______ dedicated to the product line.
• Create a new _____ to display the ______ on the record page.
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Can be created from an opportunity and related products to generate proposed prices of the products for a customer.
How likely are we to win this opportunity and how much much will we get paid 🤑? Wouldn't it be great to have a tool to get some kind of idea of what our expected Revenue is? Oh yeah, there is!  Fill in the blank:

Each stage is mapped to a _____ which is used for calculating expected revenue. *

Scenario:

The company sells specific products, not contracts, and they want to track what each customer orders.

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Can be used to predict sales revenue and quantities from the opportunity pipeline.

Scenario: 

Management has asked to see the opportunities being worked on and the likelihood of closing to create the next year’s budget

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Based on its stage, an Opportunity is assigned to a ______ Category.

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Can be created to define a custom sequence of sales stages. It can be assigned to an opportunity record.
Opportunity revenue or other opportunity currency fields can be split among opportunity team members using these. 

Scenario: 

A client is asking for pricing options, wanting to know prices for lower quality material and higher end material

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For opportunities valued at over $250k, additional stages of financial background and manager approval are needed, but opportunities under $250k do not need these steps

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The standard values for _______ categories are Pipeline, Best Case, Commit, Omitted, and Closed. The standard categories can be customized
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Scenario: 

The company uses account teams, and each member of the team should get the appropriate compensation based on their contribution to the opportunity

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Prospecting • Qualification • Needs Analysis • Value Proposition • Id Decision Makers • Perception Analysis • Proposal/Price Quote • Negotiation/Review • Closed Won • Closed Lost

Whoa!🫨 That's a lot of opportunity stages! All of those stages can be selected by default as picklist values. If you don't need all of those stages in your sales processes, what can you define?🤔 
An agreement with a customer to provide products or services.

Can be used for cancellations, returns, or reductions.
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