Salesforce Exam CRT101: Impact of Deleting Opportunity Record Type on Lightning Sales Path

What Happens to Sales Path When Opportunity Record Type is Deleted?

Question

Universal Container's Salesforce Admin deleted an opportunity record type that has a corresponding lightning sales path.

What would happen to the sales path when the record type is deleted?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Whenever a record type that has an assigned path gets deleted, the path will be automatically deleted as well.

Option B is incorrect because you will not have an option to disable the path.

Option C is incorrect because there is no option to allow the sales path to switch to a main page layout.

Option D is incorrect because there is no option to configure the sales path again after the record type is deleted.

Reference:

When a Salesforce Admin deletes an opportunity record type that has a corresponding Lightning Sales Path, the behavior of the Sales Path depends on the configuration of the org.

Sales Path is a feature that helps guide users through the stages of an opportunity, providing guidance on the necessary actions and information needed to advance the opportunity to the next stage. It is associated with a particular page layout and record type. Therefore, if the record type is deleted, it can impact the Sales Path's functionality. Here are the possible scenarios:

A. The sales path will also be deleted: This is incorrect. Deleting a record type will not automatically delete its corresponding Sales Path. The Sales Path will still exist, but it will not be associated with any record type.

B. The sales path will be disabled: This is also incorrect. Deleting a record type does not disable the Sales Path. However, if the Sales Path was associated with the deleted record type and page layout, then it will no longer be available on that page layout, and users will not see it.

C. The sales path will switch to the main page layout: This is possible if the deleted record type was associated with a custom page layout, and the Sales Path was not associated with any other record type or page layout. In this case, the Sales Path will revert to the default page layout for opportunities.

D. The sales path will need to be configured again to be assigned to another page layout: This is the most likely scenario. If the Sales Path was associated with the deleted record type and page layout, the Admin will need to create a new record type and associate it with a page layout. Then, the Sales Path will need to be configured again and assigned to the new page layout and record type.

In summary, when a Salesforce Admin deletes an opportunity record type that has a corresponding Lightning Sales Path, the Sales Path will not be automatically deleted or disabled. However, it may not be available on the page layout, and the Admin will need to create a new record type and associate it with a page layout to configure the Sales Path again.