Designing an approval
In this chapter, we'll be learning about approval processes using a complex example that will involve the Advertisement custom object, which we've built in previous chapters.
Approval processes (shortened to Approvals) can be used in countless scenarios that can include the following:
Opportunity approval during the contracting status so that records over a certain amount threshold need explicit approval by the company's CEO before closure
A case opened by a hot customer that has a pending status and needs explicit approval by the service manager
A new product has been created by the marketing team but should be approved by the sales VP before it can be marked as sellable
Employee expense approval by their managers and an additional approval step by the employee's division head if the expense amount is greater than a defined amount (this allows managers to identify "big spenders")
Our business users require...
