The CFO wants to make sure that a deal with more than a 40% discount gets approved by the VP of Finance before a quote is sent to the customer. In which two ways can this be accomplished? (Choose two.)
A.
Create a new approval process that has automatic submission enabled in the entry criteria.
B.
Launch a flow that uses the submit for approval action to submit deals for approval.
C.
Launch a new approval process that has automatic submission enabled as an initial submission action.
D.
Create a new process with a submit for approval action to automatically submit deals for approval.
Every approval process has an option for an entry criteria and at first I was wondering why would i use flow or process?! Then, when i read the question part " before a quote is sent to the customer", I realized that this part must also be automated, so to me, this is the only explanation as to why I would choose B and D. Please share thoughts. This was on my exam and I wanna get it right.
B, and D are correct answers. Initial submission criteria specify the condition to submit for approval but to initialize the submission, it has to be pushed by either flow or a process builder by using the "submit for approval" action.
Flow can obviously do this (B https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_actions_approval.htm&type=5). The action it uses in flow is called a "submit for approval action" and requires an approval process to be created which it will call. So this is definitely a correct answer.
Approval requests occur during the "approval steps". A and C specify the sections of entry criteria and initial submission action but neither of those have the ability to automatically submit an approval to anyone.
D which although vague is not incorrect, it is a process and the process would involve setting an action to automatically submit deals for approval. So it has to be B and D.
https://www.salesforceben.com/how-to-build-salesforce-approval-processes-end-to-end/
I also think it is A&B because approval processes are defined by entry criteria and D is too vague in its answer. Might be wrong but D doesn't seem right to me.
Its A&B, A coz we can initiate the approval process based in entry criteria and B, bcoz flow can initiate the approval process when discount is updated >=40%
Actually, when looking into 4 automation tools, only Process Builder and Flow Builder can be used to "Submit for approval"... If not considering sending outbound messages...
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