Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Specify Who Can Edit Locked Records in a Classic Approval Process

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Specify Who Can Edit Locked Records in a Classic Approval Process

            When a record is submitted for approval, it’s locked to prevent users from editing it during the classic approval process. Use the record editability properties to determine who can edit records that are locked in this classic approval process.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.
            Option Description
            Administrators ONLY...

            Default. Lets users edit the record that’s pending approval only if they have:

            • The “Modify All Records” object-level permission for the given object, or
            • The “Modify All Data” permission
            Administrators OR... Lets the assigned approver and admins edit the record.
            Note
            Note
            • Even when a campaign is locked for approval, users can add campaign members to it.
            • In Lightning Experience, you can't unlock Knowledge articles during an approval process.
             
            Loading
            Salesforce Help | Article