Salesforce Platform Developer Practice Exam

What must be done in addition to setting the display format for approval history?

1. Add it to the object record page layout

2. Create a separate report

3. Ensure all users have access

4. Delete unused approval requests

The correct answer is: Add it to the object record page layout

Setting the display format for approval history is an important step, but to ensure that it is effectively utilized, it must also be added to the object record page layout. This action allows users to see the approval history directly on the record page, providing them with immediate visibility into past approval processes related to that specific record. By adding the approval history component to the page layout, you're integrating it into the user's workflow, which enhances usability and ensures that relevant information is readily available. The other choices focus on aspects that may contribute to data management and visibility but do not specifically pertain to the display and accessibility of the approval history on the record page itself. For example, creating a separate report can provide insights but may not offer the same immediate contextual access that embedding the history in the page layout does. Similarly, ensuring all users have access is critical for general permissions but does not directly affect the layout aspect needed for displaying approval history. Lastly, deleting unused approval requests is a maintenance task that can help clean up data but also does not influence how the approval history is displayed on individual records.