Salesforce App Builder Practice Exam

What would help ensure an opportunity record is automatically submitted for approval if the discount field is greater than 30%?

1. Approval Process

2. Workflow

3. Process Builder

4. Visual Workflow

The correct answer is: Process Builder

To ensure that an opportunity record is automatically submitted for approval when the discount field exceeds 30%, utilizing Process Builder is the most effective approach. Process Builder allows you to automate complex business processes with a straightforward visual interface. When a record meets specific criteria—in this case, where the discount field is greater than 30%—a process can trigger actions such as submitting the opportunity for approval. This automation is powerful because it not only handles conditional logic (evaluating the discount percentage) but can also execute immediate or scheduled actions once the criteria are met. In contrast, while the Approval Process is related to managing approvals, it requires a separate mechanism to trigger submissions. Workflow can handle certain automation but is less flexible and features fewer actions compared to Process Builder. Visual Workflow, which allows for creating flows with user interactions, may not be necessary for this straightforward task of submitting an opportunity record for approval based on a field value. Therefore, Process Builder stands out as the best option for this requirement.