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SALESFORCE-ASSOCIATE · Question #95

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 D. Approval process. An Approval Process is the correct tool for routing records through a multi-step review and authorization workflow, including locking the record during review. It is specifically designed to handle manager sign-off on requests like discount approvals.

Process Automation and Workflow

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

  • APage layout
  • Bvalidation rule
  • CWorkflow rule
  • DApproval process

How the community answered

(57 responses)
  • A
    4% (2)
  • B
    2% (1)
  • C
    2% (1)
  • D
    93% (53)

Why each option

An Approval Process is the correct tool for routing records through a multi-step review and authorization workflow, including locking the record during review. It is specifically designed to handle manager sign-off on requests like discount approvals.

APage layout

A Page Layout controls which fields and related lists are displayed on a record - it has no ability to route a record for review or lock it.

Bvalidation rule

A Validation Rule enforces data integrity by preventing saves when criteria are not met, but it cannot route a record to a manager or lock it.

CWorkflow rule

A Workflow Rule can trigger automated actions like field updates or emails, but it does not support multi-step approval routing, manager authorization, or record locking.

DApproval processCorrect

An Approval Process allows an administrator to define a sequence of steps that a record must go through for authorization, including locking the record so it cannot be edited while pending review. It supports automatic submission, approval/rejection actions, and email notifications to the appropriate approvers.

Concept tested: Approval process for multi-step authorization and record locking

Source: https://help.salesforce.com/s/articleView?id=sf.approvals_overview.htm&type=5

Topics

#Approval Process#Record Locking#Business Process Automation#Sales Operations

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