Approach for Discounts at Northern Trail Outfitters

C

To satisfy the given requirements of Northern Trail Outfitters, the most suitable approach would be option C: Create a two-step approval process for the Regional Sales Manager (RSM) and the Regional Vice President (RVP) as approvers.

Here's a detailed explanation of this approach:

1. Approval Processes: An approval process is a predefined sequence of steps that an opportunity record must go through for approval. In this case, we need to configure a two-step approval process.

2. Two-step Approval Process: A two-step approval process allows for multiple levels of approval. In this scenario, the first step involves the Regional Sales Manager (RSM), and the second step involves the Regional Vice President (RVP). This ensures that any discounts exceeding 10% are sent to the RSM for approval, and if they exceed 15%, they are escalated to the RVP for further approval.

3. Initial Submission: When a sales representative creates or updates an opportunity record and applies a discount, the approval process is triggered. The record is submitted for approval, and it enters the first step of the approval process.

4. RSM Approval: The opportunity record is assigned to the RSM for approval. The RSM reviews the discount requested by the sales representative and decides whether to approve or reject it. If the discount is within the allowed range (up to 10%), the RSM can approve it, and the approval process is complete. If the discount exceeds 10%, the record moves to the second step of the approval process.

5. RVP Approval: When the opportunity record reaches the second step of the approval process, it is assigned to the RVP for further approval. The RVP reviews the discount requested and makes a final decision. If the discount is within the approved range (up to 15%), the RVP can approve it, and the approval process is complete. If the discount exceeds 15%, the RVP can reject it or take further action as necessary.

6. Approval Notifications: Throughout the approval process, relevant stakeholders should receive notifications. This helps keep them informed about the progress and allows them to take appropriate actions. Salesforce provides various options to configure email notifications or tasks for approvers and other parties involved.

Option C, creating a two-step approval process for the RSM and RVP as approvers, provides a structured and efficient way to handle discount approvals based on the specified criteria. It ensures that discounts up to 10% are reviewed by the RSM, while discounts exceeding 10% but up to 15% are escalated to the RVP for final approval. This approach streamlines the approval process and ensures that appropriate individuals are involved in decision-making for larger discounts.