Exam4Training

How can this be achieved in the system?

A sales executive creates a quote. When the quote status is changed to client approved, it should automatically be submittd for approval. The approver needs to be a queue instead of an individual salesforce user.

How can this be achieved in the system?
A . invoke approval process created on opportunity linked to the quote and keep queue as approver
B . invoke approval process on quote and keep queue as approver
C . invoke approval process created on individual quoteLiniteItem and keep queue as approver
D . invoke approval process created on a custom object lookup to quote and keep queue as approver

Answer: B

Explanation:

To automatically submit a quote for approval when its status changes to ‘Client Approved’ and have a queue as the approver, an approval process should be invoked on the Quote object itself. This setup allows for the routing of approvals to a designated queue, enabling a group of users rather than an individual to review and approve the quote. This method is effective for organizations that require collaborative decision-making in the approval process.

Reference: Salesforce Approval Process documentation: https://help.salesforce.com/ Salesforce Queue Setup Guide: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/queues.htm

Exit mobile version