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Approval Process

The approval process in Salesforce allows for automated approval of records based on defined criteria. It can be a single-step or multi-step process, with the multi-step process necessary when records only partially meet approval criteria or require sign-off from multiple approvers. The approval process is defined through the Salesforce user interface and involves specifying entry criteria, approvers, and approval steps.

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29 views

Approval Process

The approval process in Salesforce allows for automated approval of records based on defined criteria. It can be a single-step or multi-step process, with the multi-step process necessary when records only partially meet approval criteria or require sign-off from multiple approvers. The approval process is defined through the Salesforce user interface and involves specifying entry criteria, approvers, and approval steps.

Uploaded by

vkrish6
Copyright
© © All Rights Reserved
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Approval Process

=================
The approval process in Salesforce is an automated process that approves records
for salesforce. As the process is automotive it works on certain criteria. The
approval process may include rejection, recalled or first-time submission of
approval.

This automated process is handled using steps defined by the developer. It may be
single-step approval or for more secure it can be multi-steps approval.

Approval Process in Salesforce:

1. Setup -> Create -> Workflow and Approval -> Approval Process.
2. Select object for the approval process to be written.
3. Click on Create New Approval Process.
4. Select Standard Setup Wizard from drop-down.
5. Enter the Process name, Unique Name and description for your process.
6. Specify Entry criteria.

Single-step Approval
=====================
If record matches all the auto-filter criteria approve the record.

Multi-steps Approval
=====================
The multi-steps approval process in salesforce is necessary when any of the
following scenarios happen

If record does not fit for any of the auto approval criteria already defined
If record fits for partial auto approval criteria then send it for approval to the
appropriate approver
If record fits the final approval criteria then send it to the approver

Dynamic Approval
=================

Differences between workflows and approval process


===================================================

Workflow rule are activated when a record is saved. Approval process are triggered
by explicitly clicking the submit and approval button.

Workflow rules consist of single step and a single action where as approval process
has multiple steps and different actions.

Workflow rules trigger automatically and the rules when triggered are not visible
to the user. Approval process on the other hand, contains multiple step s each
requiring a specific �I Approve or Reject� user action by the specified approvers.

Workflow can be modified or can be deleted, approval process some attribute can not
be modified and process must be deactivated before approval can be deleted.

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