What must an administrator do if a newly added opportunity stage is not available to users?

Prepare for the Financial Service Cloud Certification Exam with our comprehensive quiz. With a mix of multiple-choice questions and detailed explanations, get ready to succeed!

For a newly added opportunity stage to be available to users, it is crucial that the new value is associated with the correct sales process. In Salesforce, each sales process can define its own set of opportunity stages. If the new stage has not been added to the specific sales process that the users are involved with, they will not see that stage as an option when working with opportunities.

This ensures that users are working within a structured framework that reflects the stages relevant to their specific sales methodologies. Assigning the new stage to the correct sales process allows it to be displayed in the user interface and makes it usable in their workflows. Thus, making sure that the new stage is part of the correct sales process is essential for visibility and accessibility to users.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy