Automated Process for Record Approval in Salesforce.com | ADX-201 Exam Preparation

Automated Process for Record Approval

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Question

Which of the following is an automated process your organization can use to approve records in Salesforce.com?

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Explanations

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A. B. C. D.

B.

The automated process that an organization can use to approve records in Salesforce.com is called an Approval Process.

An Approval Process is a series of steps that a record goes through from creation to approval or rejection. Approval Processes help organizations automate their business processes and ensure that the right people are involved in the decision-making process.

Approval Processes can be configured to require approval from a single person or multiple people, depending on the organization's needs. They can also include email notifications to keep stakeholders informed about the approval process's progress.

To create an Approval Process in Salesforce.com, an administrator needs to define the following:

  1. Entry Criteria - This defines which records are eligible for the Approval Process.

  2. Approval Steps - This is the process through which the record moves to get approval. Each step can have different approvers, approval criteria, and actions.

  3. Approval Actions - This is the action that occurs after a record is approved or rejected, such as sending an email notification or updating a field.

  4. Final Approval Actions - This is the action that occurs after the record has been fully approved, such as updating the record status or sending a notification to stakeholders.

In summary, an Approval Process is an automated process that an organization can use to approve records in Salesforce.com. It helps organizations automate their business processes and ensure that the right people are involved in the decision-making process.