Discuss Salesforce CRT-101 Exam Topic 7 Question 108

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?

AFlow Builder

BApproval Process

CPrebuild Macro.

DFormula field

Suggested Answer: A

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. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_build_overview.htm&type=5

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31 comments · newest first

Lashon 23 days ago

Formula field won't handle automation like Flow Builder.

Terry 28 days ago

Approval Process seems unnecessary for this.

Zita 1 month ago

Yeah, it can automate tasks easily.

Ivette 1 month ago

I think Flow Builder is the best option.

Karl 1 month ago

Formula field won't work here. We need something that triggers actions.

Irving 2 months ago

Approval Process seems unnecessary for this. Just automate it!

Linette 2 months ago

I agree, Flow Builder can handle this well. Saves time!

Joesph 2 months ago

I think Flow Builder is the best option. It can automate tasks easily.

Serina 2 months ago

Formula field won't automate the task effectively.

Ilene 2 months ago

Prebuild Macro could work, but not ideal.

Veronika 2 months ago

Approval Process seems unnecessary here.

Tess 3 months ago

I think Flow Builder is the best choice.

Dean 3 months ago

I’m not convinced Flow Builder is the right tool for this task.

Ariel 3 months ago

B) Approval Process won't help with this.

Weldon 3 months ago

Wait, can Flow Builder really handle that?

Nenita 3 months ago

Totally agree, automating this would save so much time!

Renea 4 months ago

A) Flow Builder seems like the best option here.

Rosalind 4 months ago

Wait, can Flow Builder really handle that? Sounds too good to be true!

Nickole 4 months ago

B) Approval Process doesn’t fit this scenario at all.

Slyvia 5 months ago

I’m not sure, what if the discounts vary too much?

Lezlie 6 months ago

Totally agree, automating that would save so much time!

Wenona 6 months ago

A) Flow Builder seems like the best option here.

Ozell 6 months ago

Prebuilt Macro could work too, but not as flexible.

Iluminada 6 months ago

Are we sure Flow Builder can handle this?

Sharika 6 months ago

Wow, I didn't know discounts had to be applied manually!

Becky 6 months ago

I disagree, Approval Process seems more fitting.

Laticia 7 months ago

A) Flow Builder is the way to go!

Trina 7 months ago

Formula fields seem like they could help with calculations, but I doubt they can automate the application of discounts across multiple records.

Karol 7 months ago

I feel like I’ve seen something similar where we used a macro, but I don’t think it would work for this specific scenario with discounts on opportunity products.

Dean 7 months ago

I remember practicing a question about automating tasks, and I think Approval Process was mentioned, but it seems more suited for approvals rather than discounts.

Johnetta 7 months ago

I think Flow Builder could be the right choice here since it can automate processes, but I'm not entirely sure how to set it up for opportunity products.

Salesforce CRT-101 Exam - Topic 7 Question 108 Discussion