Salesforce Decode
Salesforcedecode
Back to questions
ApexIntermediateapprovallockingprocess

Design Apex for record locking during approval processes

Real World Scenario

Integration updates Quote lines while stuck in approval causing pricing inconsistencies.

Expected Answer

• Detect ProcessInstanceWorkitem pending status before DML • Integration user bypass only with documented exception • Trigger addError when locked record modified by non-approver • Use approval recall API for automated correction workflows • Field-level locking via validation during approval status • Notify integration queue to retry after approval completes • Test concurrent update during approval submission

Follow-Up Questions & Answers

Click to expand — each follow-up includes a direct, interview-ready answer

Main difference: use case and scale. Detect ProcessInstanceWorkitem pending status before DML. Integration user bypass only with documented exception. Pick based on your integration pattern and team capability. Approval locking is business rule—integrations must honor lock state or use bypass contract. Balance speed of delivery with maintainability.

Architect Perspective

Approval locking is business rule—integrations must honor lock state or use bypass contract.