Soru

Zorluk: OrtaApproval Processes

A company requires that when an employee submits a custom Travel Request record for approval, the record is immediately locked to prevent further modifications by the submitter while under review. During setup, the administrator considers how to enforce this restriction. Which statement accurately describes how record locking is applied upon entering an approval process in Salesforce?

  1. Record locking occurs automatically by default upon initial submission, and administrators can specify whether only administrators or also the assigned approver can edit the record.Cevap
  2. B
    An explicit Record Lock action must be manually created and added under the Initial Submission Actions section of the approval process wizard.
  3. C
    A record-triggered flow executing before-save must be built to toggle a custom read-only checkbox on the record prior to approval evaluation.
  4. D
    A validation rule must be defined on the object using the PRIORVALUE function to block changes whenever the approval status changes to Pending.

Cevap

Record locking occurs automatically by default upon initial submission, and administrators can specify whether only administrators or also the assigned approver can edit the record.
In Salesforce, submitting a record for approval automatically locks the record. The administrator configures whether only administrators or administrators plus the designated approver may edit the record while it is pending approval.

Adım Adım Çözüm

1
Identify the standard entry behavior of Salesforce approval processes.
Recognize that Salesforce automatically locks the record when it is successfully submitted for approval.
Approval processes include built-in record locking capabilities as part of their standard lifecycle mechanism.
2
Evaluate the configuration settings for record editability during approval.
Determine that administrators choose edit permissions (Administrator-only vs. Administrator + Assigned Approver) during the approval process definition.
This setting governs who retains edit access while the record remains in a locked state.

Anahtar Kavram

Approval Process Record Locking and Initial Submission Behavior
Tahmini Süre:1m 15s
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