CRT-101 · Question #213
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?…
The correct answer is B. Flow Builder C. Approval Process. A guided expense report process with routing and authorizations requires Flow Builder to create the interactive guided experience and an Approval Process to handle routing and sign-off steps.
Question
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
Options
- AValidation Rule
- BFlow Builder
- CApproval Process
- DQuick Action
How the community answered
(26 responses)- A12% (3)
- B81% (21)
- D8% (2)
Why each option
A guided expense report process with routing and authorizations requires Flow Builder to create the interactive guided experience and an Approval Process to handle routing and sign-off steps.
Validation Rules enforce data integrity by blocking saves when criteria are not met, but they do not guide users through a multi-step process.
Flow Builder can create screen flows that walk users through a step-by-step guided process for submitting expense reports, collecting inputs at each screen.
Approval Processes define the routing logic, approver assignments, and authorization steps needed to move an expense report through review stages.
Quick Actions create or update records quickly from a single screen and do not support multi-step guided workflows or approval routing.
Concept tested: Guided process automation with approvals
Source: https://help.salesforce.com/s/articleView?id=sf.approvals.htm
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