Adding Steps to an Active Approval Process | Salesforce Exam CRT211 | SEO Best Practices

Adding Steps to an Active Approval Process

Question

Steps can be added to an active approval process.

Answers

Explanations

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A. B.

B.

Explanation/Reference: Steps cannot be added after the process has been activated.

The answer is A. True.

In Salesforce, an approval process is a way to automate the approval of records such as leads, opportunities, and custom objects. Approval processes can have multiple steps that route records to different approvers based on criteria such as record fields or user roles.

Once an approval process is activated, it is possible to add additional steps to it. To add a new step to an active approval process, follow these steps:

  1. Go to Setup in Salesforce.
  2. Click on the Object Manager tab and select the object that has the active approval process.
  3. Under the object, click on Approval Processes.
  4. Find the active approval process and click on its name.
  5. Click on the "Steps" tab and then click the "Add New Step" button.
  6. Configure the new step by defining the criteria for the step, selecting the approver(s), and defining any email alerts or field updates that need to occur at this step.
  7. Save the new step and activate the approval process again.

Adding new steps to an active approval process can help to refine the approval process and ensure that records are routed to the appropriate approvers based on the specific requirements of the business. Therefore, the statement "Steps can be added to an active approval process" is true.