Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)
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A. B. C. D.AD
To satisfy the requirements mentioned, the consultant should recommend the following two steps:
B. Use Flow to send an approval Task and email to the RSM and RVP. D. Create a two-step Approval Process with the RSM and RVP as approvers.
Explanation:
B. Use Flow to send an approval Task and email to the RSM and RVP: To handle the approval process, you can use Salesforce Flow. Flow allows you to automate processes and includes functionality for submitting records for approval. By utilizing Flow, you can create a custom approval process that sends approval tasks and emails to the respective approvers (RSM and RVP) based on the discount percentage entered by the sales representatives.
D. Create a two-step Approval Process with the RSM and RVP as approvers: To handle the approval process for discounts, you need to create an Approval Process in Salesforce. In this case, you should create a two-step Approval Process. The first step would involve the RSM as the approver, and the second step would involve the RVP as the final approver. This ensures that discounts up to 5% are approved by the RSM, while discounts greater than 5% but less than or equal to 10% are escalated to the RVP for approval. Any discounts exceeding 10% would require approval from both the RSM and the RVP.
By combining both steps, you can achieve the desired outcome. The Flow will trigger the approval process when a discount is entered, and it will send approval tasks and emails to the appropriate approvers based on the discount percentage. The two-step Approval Process ensures that discounts are approved by the correct individuals based on their approval limits.
Option A is incorrect because it suggests using "How" to automatically submit approvals over a 5% discount, which is not a valid Salesforce feature or functionality.
Option C is incorrect because creating two separate Approval Processes for the RSM and RVP would not address the requirement of having discounts greater than 5% approved by the RSM and discounts greater than 10% approved by both the RSM and RVP. It is necessary to have a single approval process with multiple steps and different approvers based on the discount percentage.
Therefore, the recommended steps are B and D to satisfy the specified requirements.