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Question

Difficulty: EasyApproval Processes

An administrator is reviewing the execution lifecycle of a record submitted to a standard Salesforce approval process. Place the following stages of the approval process in the correct order from first to last.

  1. 1Initial Submission Actions execute and the record is locked.
  2. 2Step Entry Criteria are evaluated to determine routing for the approval step.
  3. 3The assigned approver reviews and approves the request.
  4. 4Final Approval Actions execute and the record is unlocked.

Answer

The correct order from first to last is: Initial Submission Actions execute and the record is locked → Step Entry Criteria are evaluated to determine routing for the approval step → The assigned approver reviews and approves the request → Final Approval Actions execute and the record is unlocked.
When a record enters an approval process, Salesforce first executes Initial Submission Actions (such as locking the record). Next, it evaluates the Step Entry Criteria to route the record to the correct approver. The approver then acts on the request, and upon approval, Salesforce executes Final Approval Actions (such as field updates and record unlocking).

Step-by-Step Solution

1
Identify the initial submission stage.
Initial Submission Actions run automatically when submission occurs, locking the record against unauthorized edits.
Securing the record is the first operational step of any approval process upon entry.
2
Evaluate approval step entry criteria.
Salesforce checks if the record meets the specific requirements defined for Step 1.
Entry criteria evaluation determines if the record enters the step or bypasses it.
3
Process human or automated approval decisions.
The designated approver responds by approving the record.
User approval progresses the process toward final resolution.
4
Execute post-approval completion actions.
Final Approval Actions execute, updating status fields and unlocking the record.
Final actions wrap up the workflow upon complete approval of all required steps.

Key Concept

Salesforce Approval Process Execution Lifecycle
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Topics

Approval Processes

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