Workflow Approval Process: True Statements and Essentials for New Lightning Experience Administrators

True Statements about the Workflow Approval Process

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Question

Identify the true statements about the workflow approval process?

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Explanations

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A. B. C. D. E.

AD.

Sure, I'd be happy to provide a detailed explanation of the true statements about the workflow approval process.

A. When a record is submitted for approval the Admin can edit the record: This statement is false. Once a record is submitted for approval, it is locked from editing by anyone except the designated approvers. This ensures that the approvers are reviewing and approving the most up-to-date information and prevents any changes to the record that may impact the approval decision.

B. You can forward an email approval request to another email address: This statement is true. When an approval request is sent via email, the recipient can forward the email to another email address. This can be useful if the original recipient is unavailable and someone else needs to approve the request.

C. The approvers delegate can also approve a request: This statement is true. Approvers can delegate their approval authority to another user. This can be useful if the approver will be unavailable during the approval process or if they need someone else to review the request on their behalf.

D. Approvers can view an approval request from their home page: This statement is true. Approvers can view their pending approval requests from their home page in the Salesforce application. This allows approvers to easily see which requests are awaiting their review and take action on them.

E. Approvers can only access an approval page from the application: This statement is false. Approvers can access the approval page from multiple locations, including their home page, the Chatter tab, and the approval history related list on the record being approved. This provides approvers with flexibility in how they access and review approval requests.

In summary, the true statements about the workflow approval process are:

  • You can forward an email approval request to another email address.
  • The approvers delegate can also approve a request.
  • Approvers can view an approval request from their home page.

I hope this helps! Let me know if you have any other questions.