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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
Correct 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. References: https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.htm&type=5
Recent Comments (The most recent comments are at the top.)
Jacky - Dec 15, 2024
the solution is A, B, You don't need to create two separate approval processes. You can use entry criteria to check if the discount is greater than 10% and then set up two approval steps within the same process:
Entry Criteria: Configure the approval process to trigger when the discount field is greater than 10%.
First Approval Step:
Criteria: Discount > 10% and Discount ≤ 30% Approver: User's Manager Second Approval Step:
Criteria: Discount > 30% Approver: VP of Sales This way, you can handle both scenarios within a single approval process, simplifying the setup and maintenance.
Recent Comments (The most recent comments are at the top.)
the solution is A, B,
You don't need to create two separate approval processes. You can use entry criteria to check if the discount is greater than 10% and then set up two approval steps within the same process:
Entry Criteria: Configure the approval process to trigger when the discount field is greater than 10%.
First Approval Step:
Criteria: Discount > 10% and Discount ≤ 30%
Approver: User's Manager
Second Approval Step:
Criteria: Discount > 30%
Approver: VP of Sales
This way, you can handle both scenarios within a single approval process, simplifying the setup and maintenance.