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Difficulty: EasyApproval Processes

An administrator is defining an automated approval process in Salesforce for sales contract reviews. Sequence the standard stages of an approval process execution lifecycle from first to last.

  1. 1The user clicks 'Submit for Approval' to initiate the process.
  2. 2Initial Submission Actions execute, automatically locking the record.
  3. 3Approval Step criteria are evaluated and assigned to the designated approver.
  4. 4Final Approval Actions execute once all required step approvals are granted.

Answer

The correct sequence for an approval process execution lifecycle is: 1) The user clicks 'Submit for Approval', 2) Initial Submission Actions execute, 3) Approval Step criteria are evaluated, and 4) Final Approval Actions execute.
The approval process always starts with explicit record submission. Once submitted, Salesforce performs initial submission actions (such as locking the record). Following entry, approval step criteria are evaluated to route the item to an approver, and finally, after receiving approval, final approval actions execute.

Step-by-Step Solution

1
Identify the trigger event
Submission initiates the process.
An approval process cannot begin until a record submission event occurs.
2
Determine post-submission automation
Initial Submission Actions trigger immediately.
Locking the record and executing initial actions prevents modification while pending evaluation.
3
Evaluate step criteria
The record is routed to the designated approver.
Individual step entry criteria determine if and to whom the approval request is assigned.
4
Finalize approval outcome
Final Approval Actions run.
Completing all approval steps triggers final actions like field updates or email notifications.

Key Concept

Salesforce Approval Process Lifecycle
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Topics

Approval Processes

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