Understanding business requirements and how to create record type for standard objects?

Salesforce admins have to create record types for lead, opportunity, case, and solution standard objects, we need to create their business processes. If it is created for leads, it is named a lead process. If it is required for opportunity, it is the sales process. If the requirement is to create record types for cases, it is a support process. And for the solution, it is a solution process.  The business processes are defined on the fields- status for lead, stage for opportunity, and status for the case. 

Among these, lead, opportunity, and contact are frequently used objects. The solution object is not available for Salesforce lightning. We will understand a business requirement. Then create a business process and record type for the opportunity object. If you want help with the configuration and customization of the platform and don’t want to do the task itself, then you can choose the expertise of a company offering Salesforce implementation services. 

Business requirement

A company sells customized contact lenses in bulk based on customer orders. It has two business units- a manufacturing unit and distributing unit. The manufacturing unit manufactures contact lenses based on customer orders and sells them. Distributing unit buys contact lenses from another manufacturing company and resells them.

Business stores the customer orders for both manufacturing and distributing units in opportunity object. But the stages of the lifecycle for both of them are different.

The lifecycle of the manufacturing unit is-

Prospecting- need analysis- closed won or closed lost

The lifecycle of Distributing unit is-

Qualification- negotiation- closed won or closed lost

The business wants to create separate record types in opportunity objects to capture records for manufacturing and distributing units.

Let us meet the business requirements by creating record types for opportunity objects. Before creating the record type, we will have to create a sales process for the opportunity object. It helps us distinguish stage values for record types.

Salesforce Standard Objects 

In Salesforce, there are 4 types of Salesforce standard objects, Account, Lead, Opportunities, and Contact. Account object stores data including name, phone number, address, in short, all the contact details. This object can help businesses to stay on track with their customers, and personalize their marketing strategies and assistance. Salesforce admins can also create hierarchies for data management, and utilize fields like locations, contacts, and opportunities. 

Leads are essential for the sales process, as these objects can be used to track the status and assist with monitoring purchases. It may include data about customer name, type of industry, lead source, and company type. 

The object opportunity can form after the lead is converted after working on the deal or the potential sales. Through this opportunity, businesses can track the progress of sales from its initial stage to the final stage. 

How to create a business process for opportunity objects?

1. Go to setup
2. Click on the object manager
3. Go to the object detail page of the opportunity object.
4. Go to the record type from the sidebar. Click on New.

5. Click on the link and click on the New button to create a sales process.

6. Name- Manufacturing unit
7. Click Save.
8. Keep the stages- Prospecting, need analysis, closed won, closed lost. Remove all the other stages.

9. Click on Save.

10. Click on the New button to create another business process

11. Name- Distributing unit
12. Click on Save.
13. Keep the stages- Qualification, negotiation, closed won, closed lost. Remove all the other stages.

14. Click on Save.

We have created the business process for the opportunity object. Now, let us create a report type.

How to create a record type for an opportunity object?

1. Go to setup
2. Click on the object manager
3. Go to the object detail page of the opportunity object.
4. Go to the record type from the sidebar.
5. Click on the New button.
6. Name- Manufacturing unit
7. Sales process- select manufacturing unit
8. Check the Active checkbox.
9. Make it available for all profiles

10. Click on next.
11. Select Opportunity layout, we have not created a separate page layout.
12. Click on Save and new

13. Name- Distributing unit
14. Sales process- select Distributing unit
15. Check the Active checkbox.
16. Make it available for all profiles

17. Click on next.
18. Select Opportunity layout.
19. Click on Save.

We have created a record type for the opportunity object. Let us test it.

Testing record type for opportunity object

1. Go to the opportunities tab and click on the New button.

2. Select Manufacturing unit. You can see only the stages of prospecting, need analysis, closed won, and closed lost.

3. Next, select Distributing unit. You can see the stages- qualification, negotiation, closed won, and closed lost.

As you can see, Salesforce admins need to create objects to track different sales processes and how it works in the future. If you need help with Salesforce implementation, you have to work with a company offering Salesforce implementation services.