An administrator at Universal Containers configures an approval process for high-value Opportunity records. However, sales managers report that sales representatives can still edit Opportunity field values while an approval request is pending. Which configuration step should the administrator check to prevent edits immediately when a record enters the approval process?
- Ensure that the Initial Submission Actions specify that the record is automatically locked upon submission.Answer
- BAdd a Record Lock action to the Final Approval Actions section of the approval process.
- CConfigure an after-save Record-Triggered Flow to invoke a record locking lock action before validation rules fire.
- DSet up a Before-Save Flow that updates the opportunity stage to prevent record editing.
Answer
The administrator must verify that the record is set to lock automatically within the Initial Submission Actions of the approval process.
When a record is submitted for approval in Salesforce, the default behavior specified in the Initial Submission Actions is to lock the record. This prevents non-administrator users from modifying field values while the approval is pending.
Step-by-Step Solution
Key Concept
Approval Process Initial Submission Actions and Record Locking
Estimated Time:1m 30s