Salesforce allows its users to visualize their approval processes graphically before activating and implementing it. The Process Visualizer is a tool used for this purpose. This post will show you how to use this powerful tool to visually preview your approval processes. Defining Process Visualizer
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What is the process visualizer and how does it work?
The Process Visualizer is a tool used for this purpose. This post will show you how to use this powerful tool to visually preview your approval processes. The Process Visualizer lets users visually see what their completed approval process looks like.
How to visualize your approval processes in Salesforce?
Salesforce allows its users to visualize their approval processes graphically before activating and implementing it. The Process Visualizer is a tool used for this purpose. This post will show you how to use this powerful tool to visually preview your approval processes.
How do I preview a saved approval process in process visualizer?
It’s actually easy to preview a saved approval process in Process Visualizer. Here’s how to do it: Go to Setup. Select Create. Choose Workflow and Approvals. Select Approval Processes. Locate the approval process you wish to view, then click on its name. Once the approval process opens, select View Diagram.
What is flow trigger in Salesforce?
A flow trigger is a workflow action that launches a flow. With flow triggers, you can automate complex business processes-create flows to perform logic, and have events trigger the flows via workflow rules-without writing code. For example, your flow looks up and assigns the relevant entitlement for a case.
Creating Workflow Tasks
Workflow tasks assign a new task to a user, role, or record owner. For example, automatically assign follow-up tasks to a support representative one week after a case is updated.
Creating Email Alerts
Before deleting a workflow alert, check if any workflow rules or approval processes are using it.
Defining Field Updates
Avoid associating more than one field update with a rule or approval process that applies different values to the same field.
Defining Outbound Messages
Before deleting an outbound message, check if any workflow rules or approval processes use it.
Defining Flow Triggers
The Process Builder has superseded flow trigger workflow actions, formerly available in a pilot program. Organizations that are using flow trigger workflow actions can continue to create and edit them, but flow trigger workflow actions aren’t available for new organizations.
Creating Workflow Rules
Before configuring workflow rules, from Setup, enter Process Automation Settings in the Quick Find box, select Process Automation Settings, and then set the default workflow user.
Creating Approval Processes
Design workflow actions so that you can use them for both workflow rules and approval processes.
