17 Approval Processes
Approval processes are a type of automation that allows users to submit Salesforce records so that they can be approved in order to continue a specific business process. The approval process has the option of sending the record to one or multiple approvers, as well as the ability to add submission, approval, rejection, and recall actions. Having these checks and balances on business processes allows for a more streamlined and efficient workflow. Creating and maintaining approvals is a vital part of a Salesforce admin's day-to-day work.
In this chapter, we will cover the following topics in detail:
- Creating an approval process
- Adding entry criteria and approver selection
- Adding actions and viewing the approval steps
- Enabling email approvals
- The business use case in action
With the help of these topics, you will be able to understand the business use case for creating an approval process. You will understand how to create an approval process, how to add entry...
