When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request. What should be used to lock the record before a decision is made

The correct answer is B. Approval process. An Approval Process is designed exactly for this scenario: it routes a record to one or more approvers and can automatically lock the record while approval is pending, preventing further edits until a decision is made. Validation rules enforce data entry conditions but cannot loc

Automation and Process

Question

When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request. What should be used to lock the record before a decision is made?

Options

Avalidation rule
BApproval process
CPage layout

How the community answered

(39 responses)

A
5% (2)
B
87% (34)
C
8% (3)

Explanation

An Approval Process is designed exactly for this scenario: it routes a record to one or more approvers and can automatically lock the record while approval is pending, preventing further edits until a decision is made. Validation rules enforce data entry conditions but cannot lock records or route them for review. Page layouts control field visibility and editability but do not support workflow-based locking or routing.

Topics

#Approval Process#Workflow Automation#Business Process Automation#Record Locking

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