Salesforce ADX-201 Exam: Modifying/Filtering Field Values in Sales Process

Essentials for New Lightning Experience Administrators

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Question

When creating a sales process, the System Administrator will be modifying/filtering the values of the __________ field.

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Explanations

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A. B. C. D. E.

B.

When creating a sales process in Salesforce, the System Administrator has the ability to modify and filter the values of the Stage field. The Stage field is a standard picklist field that is used to track the progress of a sales opportunity.

The Stage field represents the various stages of a sales process, from initial contact with a potential customer through to the close of the sale. The values in the Stage field can be customized to match the sales process of your organization.

By modifying the values of the Stage field, the System Administrator can tailor the sales process to fit the unique needs of the organization. For example, if the organization has a long and complex sales process, the System Administrator may want to add additional stages to the Stage field to track the progress of the opportunity more accurately.

In addition to modifying the values of the Stage field, the System Administrator can also filter the values of the Stage field. This can be done by creating validation rules, workflow rules, or process builder flows. Filtering the values of the Stage field ensures that only valid values are selected, which helps to maintain the accuracy and integrity of the data in Salesforce.

In summary, when creating a sales process in Salesforce, the System Administrator will be modifying and filtering the values of the Stage field. This is an important step in customizing the sales process to fit the unique needs of the organization.