Opportunity Management
Pipeline, products, and forecasting scenarios.
A company needs Opportunities over $100,000 to require VP approval before moving to 'Closed Won'. What should be configured?
Category: Opportunity Management
Explanation
Detailed breakdown of the correct answer
Approval Processes
Approval Processes allow configuring formal approval flows with multiple steps and entry criteria.
Therefore, the correct answer is: Approval Process with entry criteria: Amount > 100000. The process automatically locks the record while pending approval and only allows advancement once approved.
The option that says: Validation Rule to block stage change is incorrect because although it could prevent the change, it doesn't implement a formal approval flow with notifications and tracking.
The option that says: Apex trigger is incorrect because it requires development when a native declarative solution exists.
The option that says: Workflow Rule with email alert is incorrect because it only notifies, doesn't block or manage formal approvals.