You can use below query and filter the approval using target object id. SELECT Id,TargetObjectid, Status, (select id,actor.name from Workitems), (SELECT Id, StepStatus, Comments,Actor.Name FROM Steps) FROM ProcessInstance where TargetObjectId = ‘5009000000Kjecr’ In this query, you can access actual approver from step’s ActorId field.
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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
What is the best Salesforce implementation process?
- Bookmarks
- Recommendations
- Feeds
How do I query approval steps in Salesforce?
1 AnswerProcessDefinition (Represents the definition of a single approval process.)ProcessInstance (Represents an instance of a single, end-to-end approval process. … ProcessInstanceHistory (This read-only object shows all steps and pending approval requests associated with an approval process (ProcessInstance).)More items…•
Can we query approval process in Salesforce?
We can describe, query and retrieve the approval processes Instance. All ProcessInstance fields are automatically populated once the record is submitted for approval, with two exceptions fields: CompletedDate and LastActorId that are populated only after the approval process instance is complete.
How do you find approval history in Salesforce?
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps …
How do approval processes work in Salesforce?
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 do you query ProcessInstanceHistory?
We can query ProcessInstanceHistory by querying it in a nested soql query on the parent ProcessInstance object. The nested soql query references StepsAndWorkitems, which is the child relationship name for ProcessInstanceHistory in the ProcessInstance object.
What is approval history related list in Salesforce?
The Approval History related list lets users submit approval requests and track a record’s progress through an approval process from the record detail page. Consider adding the Items To Approve related list to your custom home page layouts.
What is ProcessInstanceWorkItem in Salesforce?
ProcessInstanceStep represents a step instance in an approval process (ProcessInstance) on which users has already acted and ProcessInstanceWorkItem represents a step instance in an approval process(ProcessInstance) on which is pending and users has to perform some action next on it.
What are the use cases for approval processes?
Salesforce Approval Process Use CasesDiscount Administration. One of the top ways you can make use of the approval process in Salesforce is for offering discounts. … Marketing Campaign or Event Approval. … PTO (Paid Time Off) Requests.
How do I debug approval process in Salesforce?
Best way of Process Builder Debugging in SalesforceSet Workflow to Finer in the Trace Flag in the Debug Log.Look for Flow Elements(Flow_Element) in the Debug Log.Version Id in the Error Message is the Id of the Flow(Process Builder).Process Builder developer receives the detail email.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.
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 the preplanning process in salesforce?
Preplanning includes of: Final Approval Actions like unlock record or change the status of the record.
What is Salesforce approval process?
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. For example, when an employee creates a time-off request, have Salesforce automatically sends an approval request to the employee’s manager.
What is workflow trigger?
Workflow triggers automatically on any DML action like Insert, Update. It consists of a single step or a single action to continue the process and workflow triggers are not visible to user.
What words are used in the first line of an approval request?
While responding to an approval request, some words can be used in the first line with periods or exclamatory marks. The words like Approved, Approve, Yes used for approval while Reject, Rejected, No used for rejection.
When is the initial submission action executed?
Initial Submission Actions – It will be executed when the user clicks on ‘Submit for Approval’ on the object record. Final Approval Actions – It will be executed after all the approval process steps have been approved.
Request
Approval.ProcessSubmitRequest class provides the way to submit approval request (s).
Unlock
Once a record has been approved, we can unlock it through Approval.ProcessWorkitemRequest Approval.unlock ().
