Universal Containers wants to give sales managers the ability to quickly provide sign off on...

To facilitate quick managerial sign-off on discounted opportunities:

B. Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D. Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.