Which three considerations should UC Keep in mind when designing their Solution?

Universal Containers wants to design a multi-leveled approval matrix to have more control on sales reps applying discounts on quotes.

Which three considerations should UC Keep in mind when designing their Solution?
A . Identify backup approvers in case the primary approver is out of the office.
B . Print out the approval matrix into cards that the sales reps can carry around.
C . Give sales reps flexibility to apply any discount.
D . Define the discount threshold or limit allowed for the sales reps
E . Document the discount approval levels for each approver.

View Answer

Answer: A,D,E

Explanation:

To design a multi-leveled approval matrix for controlling discounts on quotes, Universal Containers should consider the following:

Identify backup approvers in case the primary approver is out of the office. This will ensure that the approval process is not delayed or stalled due to the unavailability of the primary approver. Backup approvers can be assigned using the Delegated Approver feature in Salesforce, which allows users to delegate their approval authority to another user for a specific period of time. 1

Define the discount threshold or limit allowed for the sales reps. This will help to enforce the pricing policies and prevent excessive or unauthorized discounts. The discount threshold or limit can be defined using the Approval Thresholds feature in Salesforce CPQ, which allows setting up different approval rules based on the discount percentage, amount, or margin. 2

Document the discount approval levels for each approver. This will help to clarify the roles and responsibilities of each approver and the criteria for approving or rejecting a quote. The discount approval levels can be documented using the Approval Processes feature in Salesforce, which allows creating a sequence of steps and actions that an approval request must go through. 3

Reference: Approval Thresholds

Approval Processes

Delegated Approver