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Difficulty: MediumApproval Processes

An organization requires an approval process for custom Project records. Each Project record specifies a custom lookup field named 'Project Advisor' (pointing to the User object). When a Project is submitted for approval, the approval request must be routed directly to the specific user designated in that record's 'Project Advisor' field. Which configuration option should the administrator select in the approval step assignment?

  1. Select 'Related User' as the approver type and choose the 'Project Advisor' field.Answer
  2. B
    Select 'Automatically assign using hierarchy' and choose the 'Project Advisor' custom field from the drop-down menu.
  3. C
    Create an Initial Submission Action with a Field Update that changes the record owner to the Project Advisor before routing.
  4. D
    Configure an After-Save Record-Triggered Flow to reassign the ProcessInstanceWorkitem record to the Project Advisor upon creation.

Answer

Select 'Related User' as the approver type and choose the 'Project Advisor' field.
In Salesforce approval processes, setting the step approver to 'Related User' enables dynamic routing by referencing any User lookup field located on the record submitted for approval, such as a custom 'Project Advisor' field.

Step-by-Step Solution

1
Identify the requirement for dynamic approver assignment based on a record custom lookup field.
Recognize that the approver varies per record depending on the value stored in 'Project Advisor'.
Static user assignment or static queue assignment will not satisfy per-record dynamic routing.
2
Evaluate standard Salesforce Approval Step assignment options.
Determine that the 'Related User' option specifically allows selecting standard or custom user lookup fields present on the object being submitted.
'Related User' dynamically evaluates the lookup field on the target record at the moment of step entry.

Key Concept

Dynamic Approval Routing via Related User Lookup Fields
Estimated Time:1m 30s
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Topics

Approval Processes

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