A Platform Administrator at Cloud Kicks received a request from the head of sales operations...

While modern tools like Flow Orchestration exist, the standard and most robust way to handle complex, criteria-based routing for record sign-offs is an Approval Process. An approval process can handle many different "Approval Steps," and each step can have its own "Step Entry Criteria." For instance, Step 1 could route to Leader A if the region is "North," while Step 2 routes to Leader B if the region is "South" and the discount is >20%. With 30 potential sets of criteria, the administrator can build a comprehensive process that automatically identifies the correct approver without user intervention. Using an email button (Option A) or a manual form (Option D) is prone to human error, as the salesperson might select the wrong leader. A record-triggered flow (Option C) can launch an approval process, but the complex multi-step routing logic is best managed within the Approval engine itself to maintain a clear audit trail of who approved what and why.