Salesforce App Builder Practice Exam

When an opportunity has a discount of over 40%, which tool should notify the CEO via email and request sign-off?

1. Process Builder

2. Visual Workflow

3. Workflow

4. Approvals

The correct answer is: Approvals

The most suitable tool for notifying the CEO via email when an opportunity has a discount exceeding 40% and requesting sign-off is the Approvals feature. This tool is specifically designed to manage business processes that require hierarchical approvals or sign-offs. In this scenario, when the discount threshold is met, the approval process can be triggered for a designated series of approvers, in this case, the CEO. Approvals allow for email notifications to be automatically sent out to the approvers, providing them with all the necessary information regarding the request and any pertinent details they might need to approve or reject the discount. This ensures a systematic approach to handling significant discounts, maintaining control over pricing strategy and revenue management within the organization. Other tools such as Process Builder, Visual Workflow, and Workflow can automate different types of tasks and notifications. However, they do not inherently possess the structured approval process that Approvals provide. While workflows can send email alerts, they do not support the multi-step approval hierarchy that is often necessary for such important matters. Similarly, Process Builder and Visual Workflow are more versatile automation tools but still lack the specific governance and structured context that Approvals bring to the discount sign-off process. Thus, Approvals is the correct choice because it directly addresses the