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Difficulty: MediumApproval Processes

A company uses an approval process for discount authorization requests. The sales management team requires that assigned approvers are able to edit specific record fields to adjust proposed pricing terms while the record is undergoing review, whereas the submitting user remains prevented from modifying the record. Which setting should the administrator configure within the approval process properties to meet this requirement?

  1. Set the Record Editability Properties to allow both Administrators and the currently assigned approver to edit records during the approval process.Answer
  2. B
    Add an Initial Submission Action that executes an automated record unlock action specifically for the assigned approver.
  3. C
    Configure an automated Field Update initial submission action to dynamically grant edit permissions to the approver's profile.
  4. D
    Enable Grant Access Using Hierarchies on the Approval Process object settings in the Setup menu.

Answer

The administrator should set the Record Editability Properties to allow both Administrators and the currently assigned approver to edit records during the approval process.
In Salesforce approval processes, administrators configure the Record Editability option in the approval process properties. Choosing to allow both Administrators and the currently assigned approver ensures that the approver can edit the record while it remains locked for the submitter and other standard users.

Step-by-Step Solution

1
Identify the requirement for record editability during an active approval process.
Assigned approvers need permission to edit records while they are locked in the approval cycle.
By default, Salesforce locks records upon entry into an approval process so that only System Administrators can edit them.
2
Evaluate the native Approval Process detail settings.
The Record Editability setting specifies edit rights for locked records.
Selecting 'Administrators ONLY' or 'Administrators OR the currently assigned approver' controls editing access during approval evaluation.
3
Select the appropriate setting option.
Choose 'Administrators OR the currently assigned approver'.
This allows the assigned approver to edit the record without unlocking it for the submitter or other users.

Key Concept

Approval Process Record Editability Settings
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Topics

Approval Processes

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