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Approval Process

The document provides guidance on setting up and using approval processes in Salesforce. It includes information on preparing the organization, creating approval processes, configuring approval steps and actions, managing approval requests, and sample approval process examples.

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koushik.chak2016
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
6 views

Approval Process

The document provides guidance on setting up and using approval processes in Salesforce. It includes information on preparing the organization, creating approval processes, configuring approval steps and actions, managing approval requests, and sample approval process examples.

Uploaded by

koushik.chak2016
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Getting Started with Approval Process

Approvals • Sample Approval Process: Expense Reports (Article)


If Appovals is the right automation tool for your business process, follow these high-level steps to create • Sample Approval Process: Discounting Opportunities (Article)
one for your org. • Sample Approval Process: Job Candidates (Article)
• Set up an Approval Process (Article)
• Prepare to create an Approval Process (Article) Approval History Reports
• Choose the Right Wizard to create an Approval Process (Article) • Fields available for Approval History Reports (Article)
• Add an Approval step to an Approval Process (Article) • Examples of Approval History Reports (Article)
• Add Automated Actions to an Approval Process (Article) • Considerations for Approval History Reports (Article)
• Activate an Approval Process (Article)
Manage Multiple Approval Requests
Prepare Your Org for Approvals Transfer multiple approval requests from one user to another or remove multiple approval requests from
Make sure that yours users can submit their records for approval, and consider how you can make it easy the approval process
for approvers to respond to approval requests.
• Transfer pending Approval Requests (Article)
• Lets users submit for Approval (Article)
• Remove pending Approval Requests (Article)
• Override the sender for email Approval Notifications (Article)
• Let users respond to Approval Request from your Org (Article) Approval Requests for Users
• Let users respond to Approval Request by Email (Article) • Submit a record for Approval (Article)
• Let users respond to Approval Requests from Chatter (Article) • Withdraw an Approval request (Article)
• Respond to an Approval request (Article)
Limits and Considerations for Approvals
Before you automate something with an approval process, be aware of the limits and considerations.
• What does this Approvals Error mean? (Article)
• Approval Limits (Article) • Approval User preferences (Article)
• Considerations for configuring Approvals (Article)
• Merge fields for Approvals (Article) Approval Process Terminology (Article)

See Page 2 👉👉
• Considerations for setting Approvers (Article)
• Considerations for Managing Approvals (Article) Learn ✍ Approval Process fast with Trailhead!

Sample Approval Processes


• Sample Approval Process: PTO Requests (Article) Join Webinar to learn more about Salesforce!

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