Universal Containers wants to design a multi-leveled approval matrix to have more control on sales reps applying discounts on quotes.Which three…

To design a multi-leveled approval matrix for controlling discounts on quotes, Universal Containers

should consider the following:

Identify backup approvers in case the primary approver is out of the office. This will ensure that the

approval process is not delayed or stalled due to the unavailability of the primary approver. Backup

approvers can be assigned using the Delegated Approver feature in Salesforce, which allows users to

delegate their approval authority to another user for a specific period of time. 1

Define the discount threshold or limit allowed for the sales reps. This will help to enforce the pricing

policies and prevent excessive or unauthorized discounts. The discount threshold or limit can be

defined using the Approval Thresholds feature in Salesforce CPQ, which allows setting up different

approval rules based on the discount percentage, amount, or margin. 2

Document the discount approval levels for each approver. This will help to clarify the roles and

responsibilities of each approver and the criteria for approving or rejecting a quote. The discount

approval levels can be documented using the Approval Processes feature in Salesforce, which allows

creating a sequence of steps and actions that an approval request must go through. 3

Reference:

Approval Thresholds

Approval Processes

Delegated Approver