PLAT-ADMN-201 Question #95: Real Exam Question with Answer & Explanation

Question

The Cloud Kicks CFO requires any opportunity over $100,000 to be automatically sent to them, so they can sign off on the record before the deal closes. Which feature should a Platform Administrator use to fulfill this requirement?

Options

• ASubmit for Approval button
• BEinstein Next Best Action
• CApex Triggers
• DFlow Approvals

Explanation

The requirement to have a record "signed off" by a specific individual (the CFO) based on a dollar threshold is a classic use case for an Approval Process. While the "Submit for Approval" button (Option A) allows a user to manually start the process, the prompt specifies that the process should happen "automatically". To achieve this automation, the Platform Administrator should use Flow Builder to trigger the approval process. A Record-Triggered Flow can be set to run when an Opportunity is created or updated and meets the criteria (Amount > $100,000). The flow would then use the "Submit for Approval" action to launch the record into the predefined approval process without requiring the sales rep to click a button. Einstein Next Best Action (Option B) is a recommendation tool, not a workflow enforcement tool. Apex Triggers (Option C) could perform this task, but Salesforce best practices recommend using "clicks not code" (Flow) whenever possible for such requirements. Using Flow to launch an Approval Process provides the necessary automation, routing, and audit trail the CFO requires

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