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Salesforce Exam Platform-App-Builder Topic 5 Question 94 Discussion

Actual exam question for Salesforce's Salesforce Certified Platform App Builder exam
Question #: 94
Topic #: 5
[All Salesforce Certified Platform App Builder Questions]

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

Show Suggested Answer Hide 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 Wei at Jun 29, 2024, 09:15 PM

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Jodi
1 months ago
I think both Approval Process and Dynamic Actions could work well for this scenario.
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Carmela
1 months ago
I believe Dynamic Actions could also be used to quickly provide sign off.
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Daren
1 months ago
Hold up, I think I've got this. B) Dynamic Actions and D) Approval Process are the way to go. Maybe they'll throw in a joke about discounts being the 'secret sauce' to success or something. Who knows with these exam questions!
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Avery
8 days ago
I agree, B) Dynamic Actions and D) Approval Process seem like the right choices.
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Vallie
1 months ago
I agree with Tom, Approval Process makes sense for sign off on Opportunity.
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Louvenia
2 months ago
Dynamic Actions and Approval Process, for sure! That's the way to go. I wonder if the exam question is trying to trick us though. Can't be too careful, you know?
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Roselle
2 months ago
Hmm, I'm not sure about that. I was thinking maybe A) Validation Rule and D) Approval Process would work better. Validation Rule could check the discount percentage, and Approval Process can take care of the sign-off.
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Maryann
13 days ago
Dynamic Actions could also be helpful in this scenario to streamline the process.
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Burma
16 days ago
I agree, using both A) Validation Rule and D) Approval Process seems like a good solution.
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Johnathon
23 days ago
D) Approval Process could handle the sign-off process efficiently.
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Shakira
1 months ago
I think A) Validation Rule would be useful to check the discount percentage.
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Tom
2 months ago
I think Approval Process should be used for this requirement.
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Jessenia
2 months ago
I think the answer is B) Dynamic Actions and D) Approval Process. Dynamic Actions can be used to automate the sign-off process, and Approval Process can handle the approval workflow.
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Marla
1 months ago
Approval Process is definitely needed to handle the approval workflow.
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Ashleigh
1 months ago
I agree, Dynamic Actions can automate the sign-off process.
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