Salesforce App Builder Practice Exam

Question: 1 / 400

How can you ensure that contracts are approved before their status is set to Finalized?

Add a final approval action in the approval process to update a field on the contract

To ensure that contracts are approved before their status is set to Finalized, the most effective approach is to add a final approval action in the approval process to update a field on the contract. This method allows the approval process to directly influence the status of the contract, ensuring that it can only transition to Finalized after all necessary approvals have been obtained.

When the approval process reaches its final approval stage, the defined action can update a specific field on the contract object to indicate that it is now approved and can be set to Finalized. This creates a clear and automated flow that aligns contract finalization with the approval process, mitigating the risk of contracts being finalized without proper approvals.

This option utilizes the built-in capabilities of Salesforce’s approval processes effectively, ensuring visibility and compliance within business operations while reducing the need for additional manual checks or triggers that may complicate the workflow. By leveraging this method, the process becomes streamlined and adheres to approval requirements as defined in the business rules.

Get further explanation with Examzify DeepDiveBeta

Use a trigger on the contract object to check the approval status

Use Process Builder to validate approval status when editing

Add a validation action in the approval process

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