How approval process works in salesforce


Approval Process example in salesforce

  • Step 1:- Selecting Approval wizard. …
  • Step 2 :- Enter name, Unique name and description. …
  • Step 3 :- Selecting Approver Field and Record Editability Properties. …
  • Step 4 :- Select Email Notification Template.
  • Step 5 :- Select Fields to Display on approval page Layout page. …
  • Step 6 :- Specify initial Submitters. …

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This approval process automatically assigns each request to right person in your org, based on the amount requested. If an expense record is submitted for approval, lock the record so that users cannot edit it and change the status to Submitted. If the amount is $50 or less, approve the request.


How many types of approval processes are there in Salesforce?

Salesforce approval process. Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria.

How to implement Salesforce successfully?

  • Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. …
  • Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. …
  • Get a 360-degree view of your customers. …

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. …
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

More items…

What is the best Salesforce implementation process?

  2. Recommendations
  3. Feeds

How does the approval process work?

Approval processes are a type of workflow, which is any sequence of work from initiation to completion, that you can create to ensure work is approved the same way every time. Creating an approval process can simply mean defining the procedures that you will follow to approve work.

What are the types of approval process in Salesforce?

Approval Process in Salesforce is an automated process that an organization uses to approve records in Salesforce. Records submitted for approval are approved by the users in the organization….Actions in the Approval Process:Initial Submission Actions: … Final Approval Actions: … Final Rejection Actions: … Recall Actions:

How do you automate approval process in Salesforce?

Let’s see how you do it.Click. and select Setup.From setup, enter Process Automation Settings in the Quick Find box and select it.Click the Process Automation Settings link.Make sure Enable Email Approval Response is selected.Set the Default Workflow User to your name.Click Save.

How do you deploy approval process in Salesforce?

Need help deploying approval processes in Salesforce?…Jump into your live production orgGo to setup area and in the search type ‘change sets’ and click ‘inbound Change Sets’You should see your change set under ‘Change Sets Awaiting Deployment’ … Click on the name of your change set.More items…

Can approval process send email?

You can dynamically choose the record owner’s email address to send an email alert. Below is the example of Approval Process for an opportunity record. 1.

How many approval steps Salesforce?

Required EditionsPer-Org LimitValueActive approval processes1,000Total approval processes2,000Active approval processes per object300Total approval processes per object5007 more rows

What is the difference between workflow and approval process in Salesforce?

The major differences between workflow rules and approval processes in Salesforce lie not only in the purposes of their use but also in when and how they are triggered. As such, when a user manually presses the “Submit for approval” button on their request, the approval process activates.

What is two step approval process in Salesforce?

On the second approval step “Automatically assign using the user field selected earlier. (Manager)” is selected. The problem is that the approval goes to the person’s manager who approved in the first step. Not the Manager of the person who submitted the record to be approved.

Can we call approval process from process builder?

Use the Submit for Approval action in Process Builder to submit license applications through an approval process. You can also use process builder to automate visit creation when an application requires an inspection or update the application status based on inspection results.

What is approval matrix in Salesforce?

The fields are inhabited using Apex, taking information from a special custom object (the “approval matrix”) that contains all the data required to route the record. The approval method then uses the values within the lookup field, instead of the restricted pool of users accessible in the so-called static process.

What is dynamic approval process?

Dynamic approval process is used to route approval requests to users listed in lookup fields on the record requiring approval. In this, approver names are defined dynamically from an object.

Can we delete approval process in Salesforce?

Active approval processes can’t be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.

When will Salesforce approval be updated?

Salesforce Approval Process: All You Need to Know. March 2, 2020. Updated on October 2, 2020. Salesforce gives users the ability to automate an approval process by building it inside the Salesforce organization. Read this article to learn the out of the box functionality for Approval Process in Salesforce and decide if it works for you …

How to send email to new Salesforce record?

Step 1. Go to Setup > Quick find box > start entering Queue. Select Queues and click new. Select Queue from Setup. Step 2. Add the Queue Label, choose if you wish Salesforce to send emails when new records are added to the Queue. Define Queue Name and Email Address. Step 3.

What Is the Approval Process in Salesforce Needed for?

Dwelling on the reasons why such approvals are beneficial, it is more than safe to state that when using automation tools wisely, companies (including nonprofit organizations using Salesforce) can optimize their work processes and save both time and money. Having well-working Salesforce approval procedures based on outlined rules can help to:

Salesforce Approval Process Use Cases

One of the top ways you can make use of the approval process in Salesforce is for offering discounts. While salespeople are used to giving out generous, rounded up discounts, qualifying each of such offers through the approval cycle will set specific boundaries and eliminate excessive spending.

Before You Start Your Setup

When certified Salesforce admins set up the approval process, they should take into account many factors. Thus, it makes sense to roll out a “blueprint” of your expectations prior to starting your setup process and to use the best practices of other companies. Often, this can be carried out in a Salesforce Scratch Org that’s used as a playground.

Salesforce Approval Process Guide: Approval Process Case Description

GBN Motors is a car dealership with a team of 15 sales representatives. Using Salesforce, they’ve decided to set up an approval process that would help to coordinate and organize the procedure of client giveaways.

2. Create and Manage the Salesforce Approval Process

Now that all the preparation work is finalized, it’s time to proceed to the actual setup.


So, to summarize, we’ve learned that the opportunities for applying Salesforce approval processes are boundless. With clearly set up rules, roles, and workflows, problems such as overlaps in employees’ paid time off requests become history.

What is Salesforce approval?

As mentioned, the Salesforce approval process extends workflow functionality. When defining an approval process, keep in mind that the organization needs to specify who must approve the record and in what order the approval flow must go. This allows the organization to set up initial actions, actions on various steps in the process, and even actions for after the record has been fully approved (or rejected).

What is a sales rep’s incentive?

Let’s say that a sales rep is able to offer discounts to clients and potential clients. This is a great incentive to obtain and retain sales, and the sales reps have a certain degree of autonomy and discretion in offering these discounts.

Is approval process easy to understand?

Approval Process can be incredibly complex processes, but the builder tool, and the way it’s displayed, make it very easy to understand, even for a beginner Administrator. In this guide, I’ll walk through a very simple example, because Approval Processes can be extremely varied.

Is Salesforce approval offline?

The most important part of the Approval Process isn ’t in Salesforce at all, it’s offline, with the person who is making this request. Schedule an information gathering session, and determine the details you’ll need to get started.

What is Salesforce approval process?

An approval process in Salesforce is a pre-planned series of automated and manual steps that allows records and data changes within Salesforce to be approved by individuals within your organization before those changes go live.

Why is automated approval important?

An automated approval process allows you to ensure that those errors never hit your database, to begin with.

Can you create a static approval process?

You can also create a static approval process, which is a rigid set of approval steps. For example, you could create a custom approval process that allows for employees to apply for a time-off request. Then, that request could be automatically delivered for approval to the specific employee’s manager, as delegated in the Salesforce system.

Can you create a dynamic approval process in Salesforce?

Salesforce also allows you to create a dynamic approval process, where certain approval actions depend on the actions that come before them. Ultimately, the final approval step will require that certain pre-steps be met. You can also create a static approval process, which is a rigid set of approval steps. For example, you could create …

Can you use approval process merge fields in Salesforce?

You can use approval process merge fields to include a link directly to the paid time off request and approval process directly in the Salesforce system. There are also other email templates that you may want to consider. An employee could receive a confirmation notification as soon as their request is submitted.


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