Exam PSA-Sysadmin Topic 4 Question 51 Discussion

Actual exam question for Certinia's PSA-Sysadmin exam
Question #: 51
Topic #: 4
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?

Suggested Answer: A Vote an answer

* Why Use an Approval Process Field Update?
* Approval ProcessesallowField Updateswhen records move between stages.
* Thebest practiceis to update theSubmitted Dateas soon as the Timecard is submitted.
* How to Configure This in Salesforce?
* Step 1:Navigate toSetup > Approval Processes.
* Step 2:Locate andedittheactive Approval Process for Timecards.
* Step 3:Under"Initial Submission Actions", click"Add New Field Update".
* Step 4:Select theSubmitted Datefield and set it toTODAY().
* Step 5:Save and test by submitting a timecard.
* Why Not Other Options?
* Option B (Workflow Rule): Salesforcerecommends Approval Processesover Workflows for approval-related field updates.
* Option C (FinancialForce Flow): No need to modify PSA Flow when Approval Processes natively support field updates.
* FF-PSA v15 Customer Overview.pdf, Page 40.
References:

by Maggie at Feb 26, 2026, 05:06 PM

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