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Difficulty: HardApproval Processes

A system administrator is configuring an approval step within an Approval Process for a custom Expense Report object. The finance director specifies that any expense claim exceeding $10,000 must be routed simultaneously to three designated executive managers. The requirement dictates that the approval step should be marked as approved only if all three managers grant approval. However, if any single manager rejects the request, the step must immediately fail and trigger the Final Rejection Actions without waiting for the remaining managers to respond. How should the administrator configure the approver assignment settings for this step?

  1. Select 'Require unanimous approval from all selected approvers' and manually add the three executive manager users to the assigned approvers list.Answer
  2. B
    Create a Queue containing the three executive managers, assign the approval step to the Queue, and select 'Require unanimous approval from all selected approvers'.
  3. C
    Select 'Approve or reject based on the FIRST response' and attach a Flow to evaluate and reject the process if any single rejection record is created.
  4. D
    Assign the step to a Public Group consisting of the three executive managers and check the 'Execute Final Rejection on First Disapproval' option.

Answer

Select 'Require unanimous approval from all selected approvers' and manually add the three executive manager users to the assigned approvers list.
When multiple individual users are assigned to an approval step in Salesforce and 'Require unanimous approval from all selected approvers' is selected, Salesforce requires every assigned user to approve the request before moving forward. Crucially, as soon as any single assigned user rejects the request, Salesforce immediately short-circuits the evaluation, rejects the step, and executes the defined Final Rejection Actions.

Step-by-Step Solution

1
Analyze the requirement for multiple approvers.
Three specific users need to be assigned to the approval step simultaneously.
The business rule requires input from three executive managers.
2
Evaluate native Salesforce approval step voting options.
'Require unanimous approval from all selected approvers' satisfies both conditions: all must approve for success, and a single rejection triggers immediate step failure.
Salesforce standard behavior for unanimous voting short-circuits to rejection as soon as one user rejects.
3
Eliminate invalid approver types like Queues or Public Groups for unanimous multi-user voting.
Directly assign the three user records in the step configuration.
Queues resolve on first response by any queue member, and Public Groups cannot be directly assigned to approval steps.

Key Concept

Approval Step Multi-Approver Voting Rules
Estimated Time:2m 0s
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Topics

Approval Processes

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