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Question 140 - Certified Administrator discussion

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Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations.

Which two tools should an administrator use to build this solution?

Choose 2 answers

A.
Validation Rule
Answers
A.
Validation Rule
B.
Flow Builder
Answers
B.
Flow Builder
C.
Approval Process
Answers
C.
Approval Process
D.
Quick Action
Answers
D.
Quick Action
Suggested answer: B, C

Explanation:

Flow builder and approval process are two tools that can be used by Ursa Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization based on certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records.

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

asked 23/09/2024
Michael Bodine
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