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What must be done to initiate the approval process that will route the appropriate records to the vice president for approval?

1) Create a workflow rule that will evaluate salary amount and trigger the approval process if the Salary is greater than 100,000 USD.
2) Execute that approval process by clicking on the "Submit for Approval" button on the record's detail page layout.
3) Save the record so it will automatically be entered into the approval process.
4) Create a workflow rule that will evaluate salary amount and send a notification to the vice president if the salary is greater than 100,000 USD.

1 Answer

4 votes

Final answer:

To initiate the approval process that routes records to the vice president for approval, you need to create a workflow rule, execute the approval process, and save the record entering the process.

Step-by-step explanation:

Subject: Workflow Automation

In order to initiate the approval process for routing the appropriate records to the vice president for approval, you need to follow these steps:

  1. Create a workflow rule that evaluates the salary amount and triggers the approval process if the salary is greater than $100,000 USD.
  2. Execute the approval process by clicking on the 'Submit for Approval' button on the record's detail page layout.
  3. Save the record so that it automatically enters the approval process.

An additional option mentioned, which is not required in this case, is to create a workflow rule that sends a notification to the vice president if the salary is greater than $100,000 USD.

User Daniel GL
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