Approval Process in Salesforce
Approval Process in Salesforce are the automated process where every organization uses to approve records.
Approval Process in Salesforce is an automated process that automates how Salesforce records are approved in your org. Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups.
Approval process are 2 options to set the criteria:
- As a condition where criteria are met.
- As a formula that evaluates to true.
Salesforce Approval Process
Here is list of steps for approval process in salesforce :
- Setup -> Create -> Workflow and Approval -> Approval Process
- Select object for approval process to be written
- Click on Create New Approval Process
- Select Standard Setup Wizard from drop down
- Enter the Process name, Unique Name and description for your process
- Specify Entry criteria
Actions in the Approval Process:
There are 4 actions present in the Approval Process
1. Initial Submission Actions:
Initial submission actions are the actions that occur when a user first submits a record for approval. By default, an action to lock the record runs automatically on initial submission. Initial submission actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
2. Final Approval Actions:
Final Approval actions are the actions that occur when a record is approved from all the approval steps. It also locks or unlocks the record, as specified. It can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
3. Final Rejection Actions:
Final Rejection actions are the actions that occur when a record is rejected from any of the approval steps. It also locks or unlocks the record, as specified. It can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
4. Recall Actions:
Recall actions are the actions that occur when a record is recalled after submission for approval. It can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
Approval Process Limits:
Resources:
