Approval Process Salesforce
Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error. Terminology Approval Actions An approval action occurs when all required approvers approve a step. Approval Process An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Approval Request An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post. The approval request notifies the recipients that a record was submitted for them to approve. Approval Steps Approval steps define the chain of approval for a particular approval process. Each step determines: 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. Assigned Approver The assigned approver is the user responsible for responding to an approval request. Delegated Approver A delegated approver is someone appointed by an assigned approver as an alternate for approval requests. Email Approval Response Email approval response lets users respond to approval requests by replying to an email notification. Initial Submission Actions An initial submission action occurs when a user first submits a record for approval. By default, the record is locked. Final Approval Actions Final approval actions occur when all required approvals are obtained. Final Rejection Actions A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. Outbound Message An outbound message sends information to a designated endpoint, like an external service. You can configure outbound messages from Setup. Configure the external endpoint and use SOAP API to create a listener for the messages. Process Instance A process instance represents one instance of an approval process. A new process instance is created each time a record is submitted for approval. Process Instance Node A process instance node represents an instance of an approval step. The system creates a process instance node each time a record enters a step in an approval process. The system doesn’t create a process instance node when the record doesn’t meet the step criteria, or the approval process instance is completed without entering the step. Recall Actions A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. 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. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
