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…

Question

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.

• A
  3% (2)
• B
  9% (6)
• C
  15% (10)
• D
  72% (47)

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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