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Question 54 - Certified Administrator discussion

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The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user's manager. The administrator has been tasked with creating an approval process.

Which are two considerations the administrator needs to review before setting up this approval process?

Choose 2 answers

A.
Create a custom Discount field on the opportunity to capture the discount amount
Answers
A.
Create a custom Discount field on the opportunity to capture the discount amount
B.
Populate the Manager standard field on the sales users' User Detail page.
Answers
B.
Populate the Manager standard field on the sales users' User Detail page.
C.
Configure two separate approval processes.
Answers
C.
Configure two separate approval processes.
D.
Allow the submitter choose the approver manually.
Answers
D.
Allow the submitter choose the approver manually.
Suggested answer: A, C

Explanation:

Discount is not a standard field on the Opportunity object, so you need to create a custom field to capture the discount amount or percentage for each opportunity. To set up an approval process where opportunity discounts over 30% need to be approved by the VP of sales, and any discounts above 10% need to be approved by the user's manager, you need to configure two separate approval processes with different entry criteria based on the discount field value and different approvers based on their roles.

Reference: https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.htm&type=5

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asked 23/09/2024
DAVID LOPEZ MORGADO
41 questions
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