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Renu anamalla 17Renu anamalla 17 

can you explain about the Sales process please

can you explain about the Sales process please
RbnRbn
Hi Renu,

Sales Process is mandatory for creating Record Type in Opportunity.
Sales Process is used to create and maintain the Sales Processes used within our organization.
A Sales Process contains the Stages an Opportunity follows through its sales cycle.

In order to create Sales Process, follow the below steps
1. Go to App Setup --> Customize --> Opportunity --> Sales Processes.
2. Click "New" button.
3. Enter the Sales Process name and click "Save" button.
4. Select the required Stage values and click "Save" button.
5. Now create a Record Type.
6. Select the Sales process in Record Type creation and save the Record Type.

Please go through the below link for more info:

1) http://www.infallibletechie.com/2013/04/sales-processes-in-opportunity-in.html
2) http://certifiedondemand.com/salesforce-com-certified-administrator/sales-cloud/sales-processes-and-opportunity-fields-in-salesforce-how-does-it-all-fit-together

You can also have a look to the below trailhead module as well:

1)http://trailhead.salesforce.com/en/modules/sales_admin_optimize_salesforce_for_selling/units/sales_admin_optimize_for_selling_unit_1

Let us know if it answer your question.

Regards,
Rabi
Amit Chaudhary 8Amit Chaudhary 8
Business Process

What is a Business Process?
•Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:

--> Sales Processes - Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
--> Support Processes - Create different support processes that include some or all of the picklist values available for the Case Status field
--> Lead Processes - Create different lead processes that include some or all of the picklist values available for the Lead Status field
--> Solution Processes - Create different solution processes that include some or all of the picklist values available for the Solution Status field

Business Process Examples

Lead Processes:
--Cold Call
--3rd Party telesales companies
--Leads generated via campaigns
--Leads generated via a registration form
Opportunities Sales Processes:
--Miller Heiman/ Solution Selling Methodology
--Inside Sales vs. Outside Sales
--New business vs. Existing Business (Up selling)
Case Processes:
--Customer Inquiries
--Internal Requests
--Billing inquiries
Solutions Processes:
--Internal vs. Public Knowledge Base
https://developer.salesforce.com/forums/?id=906F0000000BTWqIAO


Let us know if this will help you