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ADM-201 · Question #227

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…

The correct answer is B. Create a custom Discount field on the opportunity to capture the discount amount. D. Populate the Manager standard field on the sales users' User Detail page. To implement an approval process based on discount percentage and user hierarchy, administrators must ensure a custom field exists for the discount and the Manager field is populated for sales users.

Submitted by lukas.cz· Apr 18, 2026Workflow/Process Automation

Question

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

Options

  • AAllow the submitter choose the approver manually.
  • BCreate a custom Discount field on the opportunity to capture the discount amount.
  • CConfigure two separate approval processes.
  • DPopulate the Manager standard field on the sales users' User Detail page.

How the community answered

(33 responses)
  • A
    15% (5)
  • B
    79% (26)
  • C
    6% (2)

Why each option

To implement an approval process based on discount percentage and user hierarchy, administrators must ensure a custom field exists for the discount and the Manager field is populated for sales users.

AAllow the submitter choose the approver manually.

Allowing submitters to choose the approver manually contradicts the specified business process which requires specific hierarchical approvals (VP of Sales, user's manager).

BCreate a custom Discount field on the opportunity to capture the discount amount.Correct

An approval process requires specific data points to evaluate criteria; therefore, a custom 'Discount' field on the Opportunity object is necessary to capture the discount amount and define the approval rules.

CConfigure two separate approval processes.

This scenario can typically be handled within a single approval process using multiple approval steps with different entry criteria and approvers, rather than configuring two separate processes.

DPopulate the Manager standard field on the sales users' User Detail page.Correct

For approval steps that route to the 'user's manager', Salesforce relies on the standard 'Manager' lookup field on the User Detail page to identify the correct approver in the organizational hierarchy. This field must be accurately populated for the approval process to function correctly.

Concept tested: Approval process setup requirements

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

Topics

#Approval Processes#Custom Fields#User Hierarchy#Process Automation

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