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Salesforce AP-205 Exam - Topic 1 Question 6 Discussion

Northern Trail Outfitters wants to send email to approvers, when the key account manager (KAM) is not able to approve promotions due to a threshold limitation of plan spend being more than US$50,000.How should a consultant configure this scenario, when promotion plan spend is more than $50,000?
B) Set action as Email in workflow state transition.
A) Use Validation action to check threshold and email.
C) Use business object application programming interface (API) to send email to approver.

Salesforce AP-205 Exam - Topic 1 Question 6 Discussion

Actual exam question for Salesforce's AP-205 exam
Question #: 6
Topic #: 1
[All AP-205 Questions]

Northern Trail Outfitters wants to send email to approvers, when the key account manager (KAM) is not able to approve promotions due to a threshold limitation of plan spend being more than US$50,000.

How should a consultant configure this scenario, when promotion plan spend is more than $50,000?

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Suggested Answer: B

This requirement describes a conditional approval workflow. In Consumer Goods Cloud TPM, the lifecycle of a promotion (Draft -> Submitted -> Approved) is governed by the Workflow engine (State Machine).

When a KAM attempts to approve a promotion that exceeds a spending limit (e.g., >$50k), the system must prevent immediate approval and instead route it for review. This is handled by aState Transition.

Transition Logic:You define a transition from 'Draft' to 'Submitted for Approval' (or a specific review status) that triggersonlywhen the condition Plan Spend > 50,000 is met.

Workflow Action:Attached to this specific transition is anAction. In this case, the action is to 'Send Email.'

Therefore, Option B is the correct configuration. You configure theWorkflow State Transitionto detect the threshold and automatically trigger theEmail Actionto the approver. Option A (Validation Action) is typically used toblockan action entirely (e.g., 'Error: You cannot save this promotion'), which wouldn't facilitate the routing process to the approver. Option C (API) is a custom development approach that is unnecessary given the standard Workflow functionality.


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Lonna
27 days ago
I think option A sounds familiar, but I'm not entirely sure if a validation action can trigger an email.
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