What should be added to page layouts to allow users to submit for approval?

Prepare for the Salesforce Process Automation test. Use flashcards and multiple choice questions, each with hints and explanations. Get ready for success!

To enable users to submit records for approval, both the Approval History related list and the Submit for Approval button need to be added to the page layout.

The Approval History related list provides users with visibility into the approval process. This list shows the history of approval requests, including current and past approvers, the status of those requests, and any comments made during the approval process. Having this information at their fingertips helps users understand the context and status of their approval submissions, which is essential for effective decision-making and follow-up.

In addition, the Submit for Approval button is a crucial feature that directly allows users to initiate the approval process for the record they are viewing. Without this button, users would not have a means to start an approval request, significantly hindering the functionality needed to utilize the approval process effectively.

Both elements work together to ensure that users can not only submit records for approval but also track the status of those submissions. Thus, adding both the Approval History related list and the Submit for Approval button to the page layout is necessary for a complete approval process experience.

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