A Salesforce administrator is documenting the end-to-end execution flow of an automated approval process for custom Travel Request records. Arrange the following steps in the correct chronological order from submission to final approval completion.
- 1The user submits the record for approval.
- 2The system evaluates the record against the approval process entry criteria.
- 3Initial submission actions execute, locking the record and updating the status field.
- 4The system evaluates step criteria and routes the request to the designated approver.
- 5The approver approves the request, triggering final approval actions such as record unlocking.
Answer
The correct sequence starts with user submission, followed by entry criteria evaluation, execution of initial submission actions, approval step routing to the approver, and finally the execution of final approval actions upon approver authorization.
The lifecycle of a Salesforce approval process follows a precise sequence: 1) Record submission, 2) Process entry criteria evaluation, 3) Initial submission actions (such as locking the record), 4) Step entry criteria evaluation and approver assignment, and 5) Final approval actions once the approver approves the request.
Step-by-Step Solution
Key Concept
Approval Process Lifecycle and Order of Execution