The CFO of Cloud kicks needs to sign off on any major shoe retail deal that has a discount of more than 30% before the deal can be closed. Which feature should be used to handle this requirement?
An Approval Process is used when a record must be reviewed and approved before moving forward. Salesforce Trailhead gives a very similar example: opportunities with high discounts requiring approval before proceeding.
Here, Cloud Kicks needs CFO sign-off when a major shoe retail deal has a discount greater than 30% before it can be closed. This is exactly what an approval process is designed to handle.
Why others are incorrect:
Slack message only sends communication.
Email alert only notifies someone.
Field update changes a field value but does not collect formal approval.
===========
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit