Creating an approval process
An approval process is a great tool that’s used to execute business logic automatically based on a Salesforce record being submitted for approval, and then approved or rejected by another user. Knowing the capabilities of approval processes will help you come up with efficient workflows that lead to fewer clicks and cleaner data. Let’s see how this is done.
Business use case
You are the Salesforce Admin for XYZ Widgets. The sales manager has a use case where all closed sales that are $200,000 or higher and are in the negotiation/review stage need to be submitted to them for final approval. Once the deal is approved, the opportunity stage should automatically update to Closed Won. Let’s build this approval!
Approval process in action
To create the approval process, perform the following steps:
- Navigate to the Setup page | the Home tab (1) | Approval Processes (2):
Figure 17.1: Navigating to Approval...
