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Difficulty: Very hardApproval Processes

A system administrator is configuring a complex multi-step Approval Process for custom Service Level Agreement (SLA) Exception records. The business requirement mandates that immediately upon submission, the record's status field must update to 'Under Review' and submitters must be prevented from modifying any record details while the request is evaluated. During testing, the administrator configures an Initial Submission Action to update the status field, but discovers that submitters are still able to edit the SLA Exception fields after submitting the record. Which configuration setting must the system administrator modify to enforce the required edit restriction upon submission?

  1. Modify the Approval Process Editability Properties from allowing edit by administrators and the submitter to only allowing edit by administrators.Answer
  2. B
    Add an explicit Record Lock action to the Initial Submission Actions section of the approval process.
  3. C
    Create an automated Record-Triggered Flow that sets the Record Locked system checkbox to true during the initial save event.
  4. D
    Configure the first Approval Step entry criteria to evaluate as false so that the initial submission lock is triggered automatically.

Answer

The administrator must update the Approval Process Editability settings so that only administrators (or assigned approvers, as appropriate) can edit records while locked in the approval process, preventing submitters from making modifications.
When a record enters an approval process, Salesforce automatically locks the record. However, who can edit the locked record depends on the process's 'Record Editability Properties' setting (configured during approval process setup). To prevent the submitter from modifying fields during approval, the editability setting must be set so that only administrators (or administrators and currently assigned approvers) can edit locked records, rather than allowing submitter edits.

Step-by-Step Solution

1
Analyze approval process locking mechanics in Salesforce.
Recognize that Salesforce automatically locks a record upon initial submission into an approval process.
Initial submission automatically triggers the native record lock.
2
Evaluate edit permission properties configured on the approval process definition.
Identify that record editability settings determine who can modify locked records during the approval cycle.
If the editability setting is misconfigured to permit edits by the submitter or record owner, locking will not prevent submitter edits.
3
Determine the correct administrative adjustment.
Set editability properties to restrict edit permissions strictly to administrators.
This satisfies the business requirement of locking out submitter edits during evaluation.

Key Concept

Approval Process Record Locking & Editability Settings
Estimated Time:2m 0s
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Topics

Approval Processes

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