Approvals Process in Salesforce | First Approval Step Action | ADX-201 Exam

First Approval Step Action

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The first approval step in a process specifies the action to take if a record does not advance to that step.

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The statement is true. In a Salesforce approval process, the first step specifies the initial criteria for submission and also defines what action should be taken if the record does not meet the criteria for that step.

When you create an approval process, you define one or more steps that a record must go through to be approved. Each step can have its own set of criteria that the record must meet before it can move on to the next step. If the record does not meet the criteria for a particular step, the approval process can take one of several actions, including rejecting the record, sending it back to a previous step, or sending it to a specific user or group for further review.

The first step in an approval process is typically the most important one, as it determines whether or not the record is eligible for approval in the first place. As such, it's critical to define what should happen if the record doesn't meet the criteria for the first step. This could include sending an email notification to the record owner, updating the record status to "Rejected," or assigning the record to a specific user or group for further review.

In summary, the first approval step in a Salesforce approval process does specify the action to take if a record does not advance to that step, and it's important to define this action carefully to ensure that the approval process works as intended.