Contents
How do you unlock an opportunity in Salesforce?
If you have the privileges you can edit a locked record in two ways: 1. Hit edit, make the changes and save 2. Hit Unlock record, make the changes and save Now, if you hit the “Unlock record” button there’s no way of locking the record again leaving the opportunity open for everyone to edit.
How do I lock an object in Salesforce?
To enable this feature, from Setup, enter Process Automation Settings in the Quick Find box, then click Process Automation Settings. Then, select Enable record locking and unlocking in Apex. The new Approval.
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 ?