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Salesforce Exam Platform-App-Builder Topic 4 Question 96 Discussion
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
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.
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