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.