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Extend Salesforce with Clicks, Not Code
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            Managing Multiple Business Processes

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            Managing Multiple Business Processes

            Use multiple business processes to display different picklist values according to each user’s profile. Use multiple business processes to track separate sales, support, and lead lifecycles.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create or change business processes: Customize Application
            Sales Processes
            Create different sales processes that include some or all of the picklist values available for the opportunity Stage field.
            Lead Processes
            Create different lead processes that include some or all of the picklist values available for the Lead Status field.
            Support Processes
            Create different support processes that include some or all of the picklist values available for the case Status field.
            Solution Processes
            Create different solution processes that include some or all of the picklist values available for the Status field.

            After creating a sales, support, lead, or solution process, assign the process to a record type. The record type determines the user profiles that are associated with the business process.

            To view a list of business processes, from Setup, enter Processes in the Quick Find box, then select the appropriate link.

            See Also

             
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