When multiple business units require distinct selling processes (i.e., different Opportunity Stage picklist values), the best solution is:
B. Use Record Types — ✅ Record Types allow different page layouts and picklist values (including Stage) to be shown to users depending on business requirements.
This enables UC to define unique Stage picklist values per business group, assign them via profiles, and manage them declaratively.
Incorrect Options:
A. Lightning Flow is used for automation, not for managing picklist values.
C. Page Layouts adjust UI visibility but not the Stage options themselves.
D. Opportunity Stages are the values, not the tool used to manage variations.
Reference Extracts from Salesforce Help Documentation on Record Types:
“Record types let you offer different business processes, picklist values, and page layouts to different users.”
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