What is an approval process in salesforce


Salesforce Tutorial# 8: Approval Process in Salesforce

  • Approval Process in Salesforce: The approval process in Salesforce is an automated process that approves records for salesforce. As the process is automotive it works on certain criteria.
  • Differentiation between Workflow rule & Approval process. …
  • Email to approve the request. …
  • Understanding the order of Execution of all these rules. …
  • Tutorial Index. …

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. These users are called as Approvers.


Table of Contents

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

What is an approval process?

An approval process is a type of workflow which comprises a series of steps that a work must pass to be approved. The steps typically involve different departments and employees who review the work and either approve or reject it.

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.

What are two final approval actions in an approval process Salesforce?

Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.

What is the difference between process builder and approval process?

Hi Sushant, In Process Builder You submit record for Approval. You need to specify the name of Approval process to which you want to submit the record. Approver and other details will be defined on Approval process.

What is difference between workflow and approval process?

An approval process is triggered by explicitly clicking the “Submit for Approval” button. Workflow consists of a single step and single-action Approval process consists of multiple steps.

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 are the different steps in approval process in Salesforce?

2. Create and Manage the Salesforce Approval ProcessStep 1: Starting the Setup. … Step 2: Indicating Initial Submitters. … Step 3: Configuring Initial Submission Actions. … Step 4: Editing Approval Steps. … Step 5: Setting up Final Approval Actions. … Step 6: Setting up Final Rejection Actions. … Step 7: Recall Actions.More items…•

How many approval processs are there in Salesforce?

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

Can we query approval process in Salesforce?

Salesforce Approval Process Objects ProcessInstance ProcessInstance record is created every time for particular object record which is submitted for approval. Its is also read-only object. We can describe, query and retrieve the approval processes Instance.

How many types of flows are there in Salesforce?

Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.

What is the difference between workflow and process builder?

In Workflow, if you put multiple actions on criteria, there is no way to predict or control which action will happen first. However, with Process Builder, you are able to control the multiple actions set to criteria and what order you want them to take place in.

What is Salesforce approval process & How to Create Approval Process in Salesforce

In our previous Salesforce Training we have learned about Salesforce Workflow Rule and Workflow Actions. In this Salesforce Tutorial we are going to learn about what is Salesforce Approval process and also we learn how to create Salesforce Approval Process with an example.

How to create Salesforce approval process?

Now let us consider an example where all invoices which are greater than 10000 rupees the invoice must be approved by the Supervisor. While creating Salesforce Approval Process we there are 8 steps involved.

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.

Basic Approval Steps – What would you like to do Now?

We have 3 options below as mentioned in the image. We will go with the first option → Go. (Why we have selected the first option only?, It is that we need to create the step soon after the basic approval process steps are completed or else it is useless until we create a step on the above of the Basic Approval Steps)

Field Update- Step – What would you like to do Now?

We have 3 options in which, what if the Approval Process is Approved/Rejected. And, to perform which action (Filed Update / Email alert / Task / Outbound Message) will be decided on approved or rejected status.

Output For Approval Process Created

The output for the approval process created is explained in the below video.

How to provide approval access to multiple users?

log into Salesforce → Setup → Build → Create → Workflow & Approvals → Approval Process → Create New Approval Process → Use Standard Setup, Wizard →

What is Salesforce approval process?

Represents the metadata associated with an approval process. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.

What is the order of the approval steps?

The order of the ApprovalStep entries in the approval process definition determines the order in which the approval steps are executed. After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.

What is the unique name of the approval step?

Unique name of the approval step. It must contain only underscores and alphanumeric characters, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. The requirement for uniqueness is only within the specific approval process. rejectBehavior.

Does Salesforce metadata include approval processes?

The metadata doesn’t include the order of active approval processes. Sometimes you have to reorder the approval processes in the destination org after deployment. Before you implement an approval process for your organization, see “Considerations for Approvals” in the Salesforce Help.

Can you add or delete an approval process?

After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive. Whether to allow submitters to recall approval requests. If set to false, only administrators can recall approval requests. Required.

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 automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.

What is the approval process?

Approval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver’s delegate respond to the requests. The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request.

What is Salesforce record locking?

Record locking prevents users from editing a record, regardless of field-level security or sharing settings. By default, Salesforce locks records that are pending approval. Only admins can edit locked records.

When is a new process instance created?

A new process instance node is created each time a record enters a step in an approval process. No process instance node is created when the record doesn’t meet the step criteria or if the approval process instance is otherwise completed without entering the step.


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