Exam Salesforce-Certified-Administrator Topic 2 Question 6 Discussion
Actual exam question for Salesforce's Salesforce-Certified-Administrator exam
Question #: 6
Topic #: 2
Question #: 6
Topic #: 2
At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this time consuming task.
What should the administrator use to deliver this requirement?
What should the administrator use to deliver this requirement?
Suggested Answer: A Vote an answer
Explanation
To automate applying discounts on opportunity products when an opportunity is won, the administrator should use Flow Builder, which is a tool that allows creating complex business processes with clicks. The administrator can create an autolaunched flow that runs when an opportunity is updated, checks if its stage is
"Closed Won", and updates its related opportunity products with discounts from a formula or variable.
Approval Process, Prebuilt Macro, and Formula Field are not able to update related records based on criteria.
References: https://help.salesforce.com/s/articleView?id=sf.flow_build_overview.htm&type=5
To automate applying discounts on opportunity products when an opportunity is won, the administrator should use Flow Builder, which is a tool that allows creating complex business processes with clicks. The administrator can create an autolaunched flow that runs when an opportunity is updated, checks if its stage is
"Closed Won", and updates its related opportunity products with discounts from a formula or variable.
Approval Process, Prebuilt Macro, and Formula Field are not able to update related records based on criteria.
References: https://help.salesforce.com/s/articleView?id=sf.flow_build_overview.htm&type=5
by Lyle at Nov 03, 2023, 06:25 PM
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