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Platform Administrator
Study Checklist
Checklist progress
0/282Learned
Given a scenario, identify the appropriate automation solution based on the capabilities of the tool
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Describe capabilities, use cases, and configuration for Flow
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Describe capabilities, use cases, and configuration for the approval process
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When to use an approval process
Learn this conceptApproval process entry criteria
Learn this conceptSubmission eligibility and Submit for Approval
Learn this conceptRecord locking during pending approval
Learn this conceptApproval step criteria and skipped steps
Learn this conceptMultiple approvers on one approval step
Learn this conceptDelegated approvers for approval requests
Learn this conceptStep approval, rejection, and recall
Learn this conceptFinal approval versus final rejection actions
Learn this conceptProcess order for multiple approval processes
Learn this conceptPrepare for the Exam
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After a record is submitted for approval, it moves through an ordered chain of steps. At each step an assigned person can approve the request, reject it, or reassign it, and the person who submitted it may recall the request if the administrator allowed recall so they can update the record. Rejection is not one-size-fits-all: the first step follows the process's final rejection actions, while later steps let you either fully reject the request or send it back to the previous approver.