Salesforce Certified Platform Administrator free question 9 / 10 · Domain 7: Automation
An administrator wants to activate a new approval process. No entry criteria were set, and the initial submission actions and final approval actions have been configured. According to Help, what must be in place before the approval process can be activated?
- Entry criteria; an approval process can't be activated unless at least one entry criterion is set
- Final rejection actions; the process can't be activated unless at least one rejection action has been added
- An approval step; an approval process can't be activated unless at least one approval step has been created
- A custom approval request email template; the process can't be activated if it still uses the default Salesforce template
Show the answer and explanation
Answer: C
Why this is correct
The Help article on activating a classic approval process says that after you create at least one step for the approval process, you activate it. The procedure is to open the approval process, confirm that the settings are correct, and click Activate. Entry criteria and custom templates are not listed as prerequisites.
Why the other options are wrong
"Entry criteria; an approval process can't be activated unless at least one entry criterion is set" … Help on entry criteria says that if you want all records to enter the approval process, you can proceed without setting criteria. Entry criteria are optional.
"Final rejection actions; the process can't be activated unless at least one rejection action has been added" … The only prerequisite Help gives for activation is at least one approval step. Adding final rejection actions yourself isn't listed as a prerequisite.
"A custom approval request email template; the process can't be activated if it still uses the default Salesforce template" … Help's checklist says you can use the default Salesforce template for approval request emails or create your own. A process using the default template can still be created and activated.
Where it trips people up
You can add approval steps only while the approval process is inactive. If you want to add a step after activation, deactivate the process first. Steps run in the order you specify.