An administrator is configuring a multi-step approval process for custom Equipment Request records. Step 1 requires approval from the submitter's manager. Step 2 requires executive approval, but only when the requested amount exceeds 2,500 is approved in Step 1, which step entry criteria configuration ensures the record automatically completes the process as fully approved without routing to Step 2?
- AAdd an initial submission action to evaluate the amount field and set the approval status to approved.
- Configure Step 2 entry criteria to 'Approve record' if the record does not meet the criteria.Cevap
- CCreate a validation rule that updates the approval status field to approved when the amount is less than or equal to $5,000.
- DUse an after-save record-triggered flow to automatically clear the executive approver field prior to Step 2 execution.
Cevap
Configure Step 2 entry criteria to 'Approve record' if the record does not meet the criteria.
In Salesforce approval processes, step entry criteria dictate whether a record enters a specific step. Administrators configure the fallback behavior for records that do not meet the step's criteria. Setting the fallback option to 'Approve record' on Step 2 ensures that if the request amount is $5,000 or less, the record bypasses Step 2 and immediately executes the final approval actions.
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Approval Step Entry Criteria and Unmet Criteria Behavior