Opportunity Business Process for Approval of Deals Worth Over 1 Million Dollars

Create Opportunity Business Process

Question

How does an administrator create an opportunity business process that by passes a sales representative's immediate manager and goes directly to the CEO for approval when a deal is worth more than 1 Million dollars?

Answers

Explanations

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A. B. C.

B.

To create an opportunity business process that bypasses a sales representative's immediate manager and goes directly to the CEO for approval when a deal is worth more than 1 million dollars, an administrator can use an approval process.

An approval process is a way to automate the approval of records in Salesforce. In this case, the approval process can be set up to bypass the sales representative's immediate manager and send the approval request directly to the CEO if the deal is worth more than 1 million dollars.

Here are the steps to create the approval process:

  1. Go to Setup and search for Approval Processes in the Quick Find box.
  2. Click on New Approval Process and select Opportunity as the object.
  3. Give the approval process a name and description.
  4. Define the criteria for when the approval process should be triggered. In this case, the criteria would be when the deal amount is greater than 1 million dollars.
  5. Define the approval process steps. In this case, the first step would be to send the approval request directly to the CEO.
  6. Set up any additional actions or notifications that should occur during the approval process.

Once the approval process is created, it can be activated and assigned to the appropriate profiles and roles.

Option A, which suggests creating a workflow rule with a field update that sets the sales representative's immediate manager to be the CEO if the deal is larger than 1 million dollars, would not bypass the manager and send the approval request directly to the CEO.

Option C, which suggests creating a workflow rule with a time-based trigger that alerts the CEO if a 1 million dollar deal has not been updated within 2 days, would not automate the approval process and would require manual intervention by the CEO.