Slaesforce FAQ

how to unlock a record in salesforce lightning

by Sylvan Pacocha Published 2 years ago Updated 1 year ago
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Salesforce: Unlock Record button

  1. Pad lock icon will be disappear
  2. Record owner or users with ability to edit the record will able to edit the record
  3. In the object history, it will show date/time, user with action 'Record unlocked.'
  4. The approval process for the record still in place, approver still able approve or reject the record.

go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex. Let's consider an example CPQ Quote object, to unlock records.May 2, 2021

Full Answer

How to unlock a locked record in Salesforce?

A button labelled 'Unlock record' will be visible (only)to system administrators and only they can unlock a record locked by an approval process. Thanks for contributing an answer to Salesforce Stack Exchange!

How to unlock a record locked by an approval process?

The 'Final Approval Action' of the process does have the feature to unlock a record. A button labelled 'Unlock record' will be visible (only)to system administrators and only they can unlock a record locked by an approval process. Thanks for contributing an answer to Salesforce Stack Exchange!

How to enable/unlock lock filter in Lightning Report?

How to Enable/Unlock Lock Filter in Lightning Report ? 1 Open your desired report in Lightning Experience. 2 Click Edit. 3 From the options on the left, click Filters. 4 Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3) 5 Click Remove Logic. 6 Click Save. More ...

How do I unlock a record in apex?

Apex doesn't expose any class/method to unlock a record. There are only two ways a record can be unlocked that is locked by the approval process.

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How do I unlock Lightning record?

In the Classic interface there is an "Unlock Record" button for records that go through an approval process but this button is not available in Lightning. Please add this functionality as soon as possible so admins don't have to go back and forth between interfaces.

How do you unlock approval in Salesforce?

Enable Adding or Removing Apex Approval Process LocksFrom Setup, in the Quick Find box, enter Process Automation Settings , and then select Process Automation Settings.Select Enable record locking and unlocking in Apex, and then save your changes.

How do I stop a record lock error in Salesforce?

The more detail records you have, the more likely that these will be edited by users, causing the parent record to be locked....To prevent this, you can do either of the following:Reduce the batch size.Process the records in Serial mode instead of parallel, that way one batch is processed at a time.More items...

Why is a record locked in Salesforce?

Just like most relational database systems, Salesforce locks records when they are being modified, to prevent two people from updating the same record simultaneously, which would result in a conflict.

How do you lock and unlock a record in Salesforce?

go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex.

Who can unlock a record in Salesforce?

system administratorsA button labelled 'Unlock record' will be visible (only)to system administrators and only they can unlock a record locked by an approval process.

How do you unlock a field in Salesforce?

If you are a System Admin or have access to object layout then click on setting icon on field which looks locked and then remove uncheck required checkbox from it.

How do you unlock a quote in Salesforce?

How do you Unlock a Locked Quote ? If you have the permission to do so, you can still only Unlock Quotes in Classic. Once you switch back to Classic and navigate to the quote, you can Unlock it using the Unlock Quote button. However, the button does not show up on the Page Layout when editing the Object.

How do I lock record in approval process?

Previously, you could set approval-process locks and unlocks only through the Salesforce user interface. 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.

Can admin edit locked record Salesforce?

Salesforce admins can edit locked records. Depending on your approval process configuration settings, an assigned approver can also edit locked records. Locks and unlocks that are set programmatically use the same record editability settings as other approval-process locks and unlocks.

How do I lock a record in Salesforce SOQL?

To lock records, simply use the FOR UPDATE keywords in your SOQL statements. You do not have to manually commit the records so if your Apex script finishes successfully the changes are automatically committed to the database and the locks are released.

How do you make record read only just after creation no one can edit it not even creator in Salesforce?

We can Achieve this by using workflows rules. First create a new record type as a "Rean only", it has only read only permission to all profiles . next create workflow on status field. if "status" is changed to "Closed" we can update the record type field.

Sunday, July 6, 2014

Few months ago, I wrote a blog about who able to Edit Locked Record in Salesforce. Record owner and standard user would not able to edit the record, it will show a pad lock icon next to Edit button. When user click Edit button, the user will get error message Record Locked, The record you are trying to edit has been locked.

Salesforce: Unlock Record button

Few months ago, I wrote a blog about who able to Edit Locked Record in Salesforce. Record owner and standard user would not able to edit the record, it will show a pad lock icon next to Edit button. When user click Edit button, the user will get error message Record Locked, The record you are trying to edit has been locked.

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