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PLAT-ADMN-201 · Question #20

A Platform Administrator needs to configure an approval process for the sales team when opportunities that meet particular conditions are closed. How should the administrator make sure the right…

The correct answer is A. Add Specific Entry Criteria. Approval processes include an Entry Criteria setting that defines a filter (field-based conditions) to determine which records are eligible to submit for approval. By adding Specific Entry Criteria, the administrator ensures that only opportunities meeting the defined…

Submitted by neha2k· Apr 18, 2026Workflow/Process Automation

Question

A Platform Administrator needs to configure an approval process for the sales team when opportunities that meet particular conditions are closed. How should the administrator make sure the right records are included in the process?

Options

  • AAdd Specific Entry Criteria.
  • BUse Dynamic Forms to display a button.
  • CCreate a screen flow.
  • DAdd a validation rule to the opportunity.

How the community answered

(46 responses)
  • A
    91% (42)
  • B
    2% (1)
  • C
    4% (2)
  • D
    2% (1)

Explanation

Approval processes include an Entry Criteria setting that defines a filter (field-based conditions) to determine which records are eligible to submit for approval. By adding Specific Entry Criteria, the administrator ensures that only opportunities meeting the defined conditions (e.g., Stage = Closed Won AND Amount > threshold) are included in the process. Option B (Dynamic Forms) controls field visibility on Lightning pages, not approval routing. Option C (screen flow) is a user-interface automation tool, not an approval filter. Option D (validation rule) prevents saving records with invalid data but does not control which records enter an approval process.

Topics

#Approval Processes#Entry Criteria#Process Automation#Sales Cloud Features

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