Sales, support, lead, and solution processes
Key Takeaway
A business process does nothing on its own. It reaches users only through a record type.
Business processes let one org run different lifecycles on the same object. Each business process shows a group of users only some of the values in a key status picklist.
Business process types and when to use them
Use multiple business processes when teams need to track separate sales, support, or lead lifecycles. Multiple business processes also let users with different profiles see different picklist values.
There are four types of business process, and each type controls exactly one picklist.
| Business process type | Picklist it controls |
|---|---|
| Sales process | Opportunity Stage |
| Lead process | Lead Status |
| Support process | Case Status |
| Solution process | Solution Status |
A sales process includes some or all of the Opportunity Stage values.