Activity › Forums › Salesforce® Discussions › What is approval process in salesforce?

  • Prachi

    Member
    August 28, 2019 at 5:04 am

    Hi Laveena,

    Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

    Thanks.

  • Deepak

    Member
    August 28, 2019 at 5:55 am

    Approval process in Salesforce is an automotive process which approves records for salesforce. As the process is automotive it works on certain criteria. The approval process may include rejection, recalled or first time submission of approval.

    This automated process is handled using steps defined by the developer. It may be single step approval or for more secure it can be multi-steps approval.

    Common steps for approval in salesforce are:

    Setup -> Create -> Workflow and Approval -> Approval Process
    Select object for approval process to be written
    Click on Create New Approval Process
    Select Standard Setup Wizard from drop down
    Enter the Process name, Unique Name and description for your process
    Specify Entry criteria

    • This reply was modified 4 years, 8 months ago by  Deepak.

  • Saddam

    Member
    August 28, 2019 at 6:40 am

    Hi Prachi,

    Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is a combination of steps for a record to be approved and a person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

    Simple or multi-step approval processes to automate and enforce the approval of virtually anything in your company.

    Navigate setup -> Create -> Workflow & Approvals -> Approval Processes.
    Select Object for the new approval process.
    Click on  Create New Approval Process and choose Use Standard Setup Wizard from the drop-down button.

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