An administrator is configuring a multi-step Approval Process for custom Travel Expense records. When defining the approver assignment logic for an approval step, the business requires that expense requests be routed dynamically based on record data or user hierarchy attributes. Which TWO approver assignment configurations are natively supported within an approval step? (Choose 2 options)
- Automatically assign to a standard or custom User lookup field present on the submitted record.Answer
- Automatically assign to the Manager user hierarchy field defined on the submitter's user record, with an option to permit the delegated approver to respond.Answer
- CAutomatically assign to a Public Group containing all designated finance department managers.
- DAutomatically execute a record-triggered flow during step evaluation to create dynamic step approvers at runtime.
Answer
The valid approver assignment configurations are automatically assigning to a standard or custom User lookup field on the submitted record, and automatically assigning to the submitter's Manager field with delegated approver permissions.
Salesforce Approval Processes allow dynamic step routing by assigning requests to a User lookup field specified directly on the record being submitted, as well as assigning requests to the submitter's Manager (hierarchy field) with the option to allow the designated Delegated Approver to approve or reject.
Step-by-Step Solution
Key Concept
Approval Step Approver Assignment Options and Dynamic Routing