Salesforce Exam Platform App Builder Topic 4 Question 96 Discussion

Actual exam question for Salesforce's Platform App Builder exam

Question #: 96
Topic #: 4

Universal Containers wants to give sales managers the ability to quickly provide sign off on an Opportunity via the Opportunity record page when a sales rep

has discounted a deal by 20% to 30%.

Which two features should be used for this requirement?

Choose 2 answers

AValidation Rule

BDynamic Actions

CSchema Builder

DApproval Process

Show Suggested Answer

Suggested Answer: B, D

To facilitate quick managerial sign-off on discounted opportunities:

B . Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D . Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.

by Daron at Jul 13, 2024, 05:04 PM

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Simona

4 months ago

Definitely B) Dynamic Actions and D) Approval Process. Anything involving approvals is always a bit tricky, but Dynamic Actions will make this a breeze.

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4 months ago

I'd go with B) Dynamic Actions and D) Approval Process. Validation rules won't work for this, and Schema Builder is for data model changes, not process automation.

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