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.
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)- A4% (2)
- B2% (1)
- C2% (1)
- D93% (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.
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.
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.
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.
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
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