Salesforce Certified Advanced Administrator Exam | Adding Actions to Active Approval Process

Adding Actions to Active Approval Process

Question

Actions to existing steps can be added to an active approval process?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B.

A.

Explanation/Reference: Actions can be added to the existing steps of active approval processes False.

Yes, it is possible to add actions to existing steps in an active approval process in Salesforce.

An approval process in Salesforce is a series of steps that a record goes through before it is approved, rejected, or returned for changes. Each step can have actions associated with it, such as sending email notifications, creating tasks, or updating fields.

If you need to add an action to an existing step in an active approval process, you can do so by following these steps:

  1. Go to Setup, and then click on the Object Manager.
  2. Select the object for which the approval process is created.
  3. Click on Approval Processes under the section "Workflow & Approvals."
  4. Click on the active approval process that you want to modify.
  5. Click on the step that you want to add an action to.
  6. Click on the "Add New Action" button.
  7. Select the type of action you want to add, such as email alert, task, or field update.
  8. Configure the action according to your requirements.
  9. Save the changes.

Note that if the record is already in the step to which you added the action, the action will not take effect until the record moves to the next step. If you need the action to take effect immediately, you can manually re-submit the record for approval.