An administrator is auditing the execution lifecycle of a complex approval process for custom Purchase Order records. Place the system evaluation and action execution steps in the correct chronological order from the moment a user clicks 'Submit for Approval' to the completion of the first step.
- 1Salesforce evaluates the record against the entry criteria defined for the overall approval process.
- 2Initial Submission Actions execute, locking the record and running configured field updates or email alerts.
- 3Salesforce evaluates the entry criteria for Step 1 of the approval process.
- 4The approval request is assigned to the designated approver and an automated notification is generated.
- 5Step Approval Actions or Step Rejection Actions execute based on the designated approver's decision.
Answer
The correct execution sequence is: 1) Evaluate process-level entry criteria, 2) Execute Initial Submission Actions, 3) Evaluate Step 1 entry criteria, 4) Assign approval request to designated approver, 5) Execute Step Approval or Rejection Actions.
The system first verifies top-level entry criteria for the overall approval process. Upon passing, Initial Submission Actions execute (including default record locking). Salesforce then evaluates Step 1 entry criteria, assigns the item to the configured approver, and finally processes the resulting step actions upon decision submission.
Step-by-Step Solution
Key Concept
Approval Process Lifecycle and Execution Order