CRT-101 · Question #5
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 A. Create a custom Discount field on the opportunity to capture the discount amount B. Populate the Manager standard field on the sales users' User Detail page. A: A custom Discount field must exist on the Opportunity object to capture the discount percentage. The standard Opportunity object does not include a discount percentage field by default, so the approval process entry criteria and steps need a field to evaluate. Without this…
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
- ACreate a custom Discount field on the opportunity to capture the discount amount
- BPopulate the Manager standard field on the sales users' User Detail page.
- CConfigure two separate approval processes.
- DAllow the submitter choose the approver manually.
How the community answered
(33 responses)- A85% (28)
- C6% (2)
- D9% (3)
Explanation
A: A custom Discount field must exist on the Opportunity object to capture the discount percentage. The standard Opportunity object does not include a discount percentage field by default, so the approval process entry criteria and steps need a field to evaluate. Without this field, the conditions for routing to the VP or manager cannot be defined. B: The Manager field on each sales rep's User record must be populated so Salesforce knows who to route the approval to when 'Manager' is selected as the approver. If the Manager field is blank, the approval will fail or error. C is incorrect because a single approval process with two approval steps (one for >10%, one for >30%) can handle both thresholds. D is not required since the routing is rule-based.
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