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How do I lock opportunities in Salesforce?
Simple, you just need to setup an Approval Process for an object and set the criteria for the record to enter the approval process (In our example, the criteria is Opportunity stage is ‘Negotiation’). Once you set the initial criteria, the Initial Submission Action will include Record Lock. That’s it.
Why are some fields locked in Salesforce?
When a record is locked after it is submitted for approval during the approval process some related list items can be edited, added, or deleted while others cannot. The related list objects that cannot be edited are ones that are the detail in a master-detail relationship.
Are there approval processes in the opportunity object?
We currently do not have any Approval Processes in our Opportunity object. But we have just come up with a new Record Type which would require an Approval Process. All of the rest of the Opportunity Record Types will still not need an App Process.
Can a record be unlocked during the approval process?
There are only two ways a record can be unlocked that is locked by the approval process. 1) The ‘Final Approval Action’ of the process does have the feature to unlock a record. 2) A button labeled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an approval process.
Do you need an app for the opportunity object?
All of the rest of the Opportunity Record Types will still not need an App Process. I am trying to account for all of the potential problems this could cause. The first thing that comes to mind is a potential error for all of the other Record Types because they won’t meet any approval process criteria.
Do you need to write an approval process?
Do I need to write an Approval Process which would account for all of the other Record Types and would just automatically “approve” those in order to take the whole approval function out of the equation for them in order to avoid an error ? Is there anything else I need to account for in this ?