PLAT-ADMN-201 Question #116: Real Exam Question with Answer & Explanation

Question

A Platform Administrator at Cloud Kicks has a request from the finance team that all won opportunities over a certain value must be checked for accuracy before the deal can be considered fully closed. The assigned finance team member, as well as the sellers' manager, both must sign off on the deal, with the manager doing so first. Then, the finance team member must sign off, for a total of up to three sign-offs per opportunity. How should the administrator address this request?

Options

• ACreate a screen flow that runs anytime an opportunity is closed.
• BAdd a Lightning web component to the opportunity page to capture the details in an approval
• CCreate a quick action to send emails to both the manager and the finance team member.
• DCreate an approval process with specific steps.

Explanation

An Approval Process is purpose-built for multi-step, sequenced sign-off workflows with entry criteria. The admin can define: an entry criteria (won opportunity over a certain value), Step 1 assigned to the seller's manager, and Step 2 assigned to the finance team member - enforcing that the manager approves first before the finance member is notified. Flows (A) lack built-in approval routing logic. LWCs (B) would require custom development far beyond admin scope. Quick Actions (C) send emails but cannot enforce sequential approvals or block the record's progression.

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