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Difficulty: HardApproval Processes

A system administrator is configuring an approval process for a custom Expense Report object. The business requirement dictates that while an Expense Report record is in an active approval process, standard users and the record owner must not be able to make edits. However, both system administrators and the currently assigned approver must be able to modify record fields if adjustments are needed before making an approval decision. Which configuration setting in the Approval Process definition satisfies this requirement?

  1. Select the Record Editability option that allows Administrators or the currently assigned approver to edit records during the approval process.Answer
  2. B
    Add an Initial Submission Action with a Field Update that changes the record sharing access level to Read/Write for the assigned approver.
  3. C
    Build a record-triggered flow on approval submission to dynamically assign an Edit permission set to the approver for the duration of the approval process.
  4. D
    Set the Organization-Wide Default (OWD) sharing setting for the Expense Report object to Public Read/Write so approvers retain edit access across all steps.

Answer

Select the Record Editability option in the approval process settings that allows Administrators or the currently assigned approver to edit records during the approval process.
In Salesforce Approval Processes, the Record Editability property explicitly defines who can edit records while they are locked in an approval process. Selecting the option to allow 'Administrators OR the currently assigned approver to edit records' fulfills the business requirement directly.

Step-by-Step Solution

1
Identify the record locking and editing requirements during approval.
The record must be locked for standard users and record owners, but editable by administrators and the assigned approver.
Salesforce automatically locks records submitted for approval, but permits administrative override configuration.
2
Review the configurable options on the Approval Process Detail Page under Record Editability Properties.
Salesforce provides two choices: 'Only administrators can edit records during the approval process' or 'Administrators OR the currently assigned approver can edit records during the approval process'.
This setting natively enforces record locking while granting explicit edit rights to the active approver without altering underlying sharing rules.

Key Concept

Approval Process Record Editability Properties
Estimated Time:2m 0s
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Topics

Approval Processes

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