Describe the Capabilities of and Use Cases for Approval Processes. PLATFORM-APP-BUILDER Practice Questions (Page 5)

Questions 21–25

1. 21application · medium

   A business analyst asks an admin to implement a process where a sales manager must approve any discount greater than 20% before the quote is sent to the customer. The admin needs to ensure that the approval is tracked and that the sales manager can approve or reject directly from Salesforce. Which solution should the admin choose?

   • AA flow that sends an email to the sales manager with a link to update the quote.
   • BAn approval process with entry criteria that trigger when the discount percentage is greater than 20%.
   • CA process builder that creates a task for the sales manager to approve the quote.
   • DA workflow rule that updates the quote status to 'Approved' when the discount is over 20%.
   Reveal Solution Discussion Select an answer first
2. 22application · medium

   A user submits a purchase order for approval and then realizes they made an error. They want to withdraw the request and make corrections. What should the user do?

   • AEdit the purchase order directly; the approval process will automatically restart.
   • BRecall the approval request from the approval history related list.
   • CContact the approver and ask them to reject the request.
   • DDelete the purchase order and create a new one.
   Reveal Solution Discussion Select an answer first
4. 23foundation · easy

   Which of the following is a required configuration for an approval process?

   • AEntry criteria
   • BA custom button
   • CAn email template
   • DA field update
   Reveal Solution Discussion Select an answer first
5. 24foundation · easy

   Which scenario best illustrates the use of an approval process?

   • AA support agent wants to create a task when a case is escalated
   • BA sales rep wants to send a welcome email to a new customer
   • CA finance manager wants to ensure that expense reports over $5,000 are reviewed and authorized before they are paid
   • DA sales manager wants to automatically update the opportunity amount when a product is added
   Reveal Solution Discussion Select an answer first
6. 25application · medium

   An admin is configuring an approval process for vendor invoices. The process should have a step where the accounts payable clerk approves, and if the invoice is over $10,000, the controller also approves. The admin wants to ensure that the controller is only involved for high-value invoices. What should the admin configure?

   • AAdd a second step with a condition that the amount is greater than $10,000.
   • BAdd the controller as an additional approver in the first step.
   • CCreate a separate approval process for invoices over $10,000.
   • DUse a flow to send the invoice to the controller only if the amount is over $10,000.
   Reveal Solution Discussion Select an answer first