Sunday, February 23, 2014

Salesforce: Edit Locked Record

In Approval Process, when a user click "Submit for Approval", record will be locked by default. This will prevent user to edit any fields in the record from page layout, notice a lock button at the left of the buttons, even when you try to update via API tool, you will get error "The Entity Is Locked For Editing".

So, is there anyone can edit the records? YES, they are:
1. User with profile System Administrator
2. User with permission Modify All Data
3. User with permission Modify All in the object locked
4. If the Approval Process configuration in Record Editability Properties = Administrators OR the currently assigned approver can edit records during the approval process. This will allow current approver ability to edit the record.

Note: user does not fall into any of categorization above will NOT able to edit the record, including:
  • User in higher role hierarchy of record owner
  • User in higher role hierarchy of approver 
  • Delegated approver of the approver