Ask Search:
Robert ThomasRobert Thomas 

For which objects you "Not" have a Business Process?

I got a question as mentioned and got the Options as below
a)Lead
b)Opportunity
c)Case
d)Account/Contact
e)Solution

And its mentioned Answer as d) Account/Contact

Can you tell me what this "Buisness Process" mentioned to?
I can see Validation Rules & Record Types for Account/Contact.

Can someone help me on this to understand this? 
Best Answer chosen by Robert Thomas
Pritam ShekhawatPritam Shekhawat
We are having a business process for these objects in Salesforce.
Lead, Opportunity , Case ,Solution

Some Points to consider for a business process :


You must create the business process before creating record types for each of above objects.
You can then associate each business process with one or more record types and make it available to users based on their profile.
 In order to implement more than one business process, multiple record types must also be implemented.

Business Process Examples
Lead Processes:

– 3rd Party Leads
– Leads generated via campaigns
– Leads generated via a registration form

Opportunities Sales Processes:

– 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


And Account/Contact don't have any business process. 

All Answers

Abhishek TripathiAbhishek Tripathi
Hi Robert,

When you create a new record type in Case and Opportunity you need to assign Sales process to that. I guess that is the thing here your question is referring to.
Please go and create and record type do not clone it, create new record type on opportunity or case.
Pritam ShekhawatPritam Shekhawat
We are having a business process for these objects in Salesforce.
Lead, Opportunity , Case ,Solution

Some Points to consider for a business process :


You must create the business process before creating record types for each of above objects.
You can then associate each business process with one or more record types and make it available to users based on their profile.
 In order to implement more than one business process, multiple record types must also be implemented.

Business Process Examples
Lead Processes:

– 3rd Party Leads
– Leads generated via campaigns
– Leads generated via a registration form

Opportunities Sales Processes:

– 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


And Account/Contact don't have any business process. 
This was selected as the best answer
Aslı ErdoğanAslı Erdoğan
I thought " Opportunity " is related to Business process and Case is related to "Support Process" do I know wrong?