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Difficulty: MediumApproval Processes

A Salesforce Administrator is configuring a automated approval process for custom Discount Request records. Place the following stages of the approval process execution lifecycle in the correct chronological order from record submission to process completion.

  1. 1The system evaluates entry criteria for the overall approval process to verify that the submitted record is eligible.
  2. 2Initial Submission Actions execute, locking the record and updating the approval status field to 'In Review'.
  3. 3The approval step rule criteria are evaluated, and an approval request notification is assigned and sent to the designated manager.
  4. 4Final Approval Actions execute, unlocking the record and updating the approval status field to 'Approved'.

Answer

The correct execution order is: 1. Evaluate overall process entry criteria -> 2. Execute Initial Submission Actions (locking record and updating status) -> 3. Evaluate step criteria and assign request to approver -> 4. Execute Final Approval Actions (unlocking record and setting final status).
In Salesforce Approval Processes, overall entry criteria are evaluated first upon submission. Once validated, Initial Submission Actions execute (locking the record and executing initial actions). Then step-level criteria are evaluated to assign the request. Finally, after all required steps are approved, Final Approval Actions execute to complete the process.

Step-by-Step Solution

1
Validate overall entry criteria
System checks if the record meets the criteria defined at the approval process level before proceeding.
If entry criteria are not met, the record cannot enter the approval process.
2
Trigger Initial Submission Actions
Record is locked by default and initial submission field updates, email alerts, or outbound messages execute.
Initial submission actions establish the pending state and prevent unauthorized edits while under review.
3
Evaluate Step Criteria and Route Request
System evaluates step-level criteria and routes the item to the designated approver's queue or manager.
Determines whether specific step actions are required and alerts the assigned decision-maker.
4
Perform Final Approval Actions
Upon final approval, the system executes final actions such as record unlocking, field updates, and notifications.
Completes the lifecycle by granting approval status and restoring standard editability if configured.

Key Concept

Salesforce Approval Process Execution Lifecycle
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Topics

Approval Processes

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