Universal Containers requires travel requests to be approved by a designated project lead identified in a custom User lookup field on the record, rather than the submitter's direct manager. Which approval step configuration allows the system to dynamically route the approval request to the user specified in that custom field?
- Select Automatically assign using the user field selected below and choose the custom User lookup field.Answer
- BConfigure an initial submission field update action to reassign record ownership to the designated user.
- CCreate a before-save Record-Triggered Flow to overwrite the submitter's standard Manager field prior to entry.
- DDefine a Case Escalation Rule that redirects pending approval notifications to the custom user field.
Answer
Select 'Automatically assign using the user field selected below' and choose the custom User lookup field in the approval step settings.
In Salesforce approval step configuration, administrators can choose to assign approval requests automatically using a custom User lookup field present on the object. This allows dynamic routing to non-standard approvers without altering the record owner or modifying the standard user manager hierarchy.
Step-by-Step Solution
Key Concept
Dynamic Approval Routing via Custom User Fields
Estimated Time:1m 30s