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Question 290 - Certified Platform App Builder discussion

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Cloud Kicks is implementing an approval process for opportunities that requires managers to approve all opportunities above $50,000 before they can be marked as Closed Won.

Which two delivery methods can a manager utilize to respond to approval requests in the Salesforce mobile app?

Choose 2 answers

A.
Home Screen
Answers
A.
Home Screen
B.
In-App Notification
Answers
B.
In-App Notification
C.
Record Detail
Answers
C.
Record Detail
D.
Navigation Menu
Answers
D.
Navigation Menu
Suggested answer: B, C

Explanation:

For managers to respond to approval requests for opportunities above $50,000 in the Salesforce mobile app:

B . In-App Notification: Managers receive notifications within the Salesforce mobile app when there is an approval request, allowing them to approve or reject directly from the notification.

C . Record Detail: Managers can access the approval request directly from the Opportunity's detail page in the mobile app, where they can review and respond to the request.

Steps to configure approval process notifications:

Navigate to Setup Approval Processes select the relevant approval process.

Ensure the process is active and configured to send notifications to approvers.

Managers need to have the Salesforce mobile app configured to receive notifications.

For best practices on managing approvals in Salesforce, see Approvals in Salesforce.

asked 23/09/2024
Idan Bar-On
37 questions
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