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Difficulty: HardApproval Processes

An administrator at Apex Global Solutions is configuring a complex multi-step Approval Process for high-value Quote records. Arrange the following execution stages in the exact order Salesforce performs them when a record is submitted for approval until final resolution.

  1. 1The record entry criteria for the overall Approval Process are evaluated to determine if the record qualifies for processing.
  2. 2Initial Submission Actions execute, locking the record against unauthorized modifications and sending email notifications.
  3. 3Step 1 entry criteria are evaluated, and the record is assigned to the designated initial approver.
  4. 4The assigned approver approves Step 1, triggering Step 1 Approval Actions.
  5. 5Step 2 entry criteria are evaluated; since criteria are not met and the step is set to 'Approve record', Final Approval Actions execute.

Answer

The correct execution order is: 1) Evaluate overall approval process record entry criteria, 2) Execute Initial Submission Actions (lock record and send notifications), 3) Evaluate Step 1 entry criteria and assign approver, 4) Approver approves Step 1 to execute Step 1 Approval Actions, and 5) Evaluate Step 2 entry criteria, skip step if criteria are unmet, and execute Final Approval Actions.
The correct order follows Salesforce's standard execution lifecycle for approval processes: overall entry criteria evaluation occurs first, followed by Initial Submission Actions (such as record locking), then Step 1 criteria evaluation and assignment, Step 1 approval action execution upon approval, and finally evaluation of Step 2 entry criteria leading to Final Approval Actions when criteria are not met.

Step-by-Step Solution

1
Evaluate overall approval process entry criteria
Salesforce verifies if the submitted Quote record meets the top-level criteria to enter the approval process.
If entry criteria are not met, the record cannot enter the approval workflow.
2
Execute Initial Submission Actions
The record is locked by default, and initial submission email alerts or field updates are performed.
Initial submission actions establish the initial state of the record during evaluation.
3
Evaluate Step 1 entry criteria and assign approver
Salesforce checks Step 1 entry conditions and routes the approval request to the designated user or queue.
Each step maintains its own entry criteria and assignment logic.
4
Process Step 1 approval decision
The approver approves the request, which triggers Step 1 specific approval actions.
Step approval actions execute before moving on to evaluate subsequent approval steps.
5
Evaluate Step 2 criteria and finalize approval
Step 2 entry criteria fail, causing Salesforce to execute configured 'else' behavior (Approve record) and fire Final Approval Actions.
Final approval actions perform final field updates, send final notifications, and unlock the record.

Key Concept

Approval Process Order of Execution and Step Evaluation Lifecycle
Estimated Time:2m 0s
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Topics

Approval Processes

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