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This article mainly explains "how the Salesforce approval process is". The content of the article is simple and clear, and it is easy to learn and understand. Please follow the editor's train of thought to study and learn how the Salesforce approval process is.

Approval process for Salesforce:

The approval process in Salesforce is an automated process for approving records for Salesforce. Because this process is automated, it follows certain standards and can work under certain conditions. The approval process may include rejecting, withdrawing or submitting approval for the first time. Use developer-defined steps to handle this automated process. It can be a single-step approval, or for greater security, it can be a multi-step approval.

To create the approval process:

1. Settings-> create-> Workflow and approval-> approval process

two。 Select the approval process object to be written

3. Click to create a new approval process

4. Select the standard installation wizard from the drop-down list

5. Enter the process name, unique name, and process description

6. Specify input condition

Select Formula evaluated as True to check the syntax of the formula and allow the formula to set conditions.

You can assign approval requests to other users when you write the approval step.

To define the initial commit operation, follow this path: new field update / email / task-> condition-> Save

Define approval steps

Manager step-> New approval step-> enter name-> repeat for all records-> Select approver and save

CEO steps-> approval steps-> enter name-> set conditions-> Save

For the final approval process, you can use any of the following methods based on conditions, such as New Field updates / email / tasks, and then click Save.

Define reject New Fields-> write reject conditions-> Save

Note: to create a default approval process, select start Wizard.

Single-step approval

If the record matches all automatic filtering criteria, approve the record.

Multi-step approval

The multi-step approval process must take place in Salesforce when any of the following occurs

If the record does not meet any of the defined automatic approval criteria

If the record fits a partial automatic approval condition, send it to the appropriate approver for approval

If the record meets the final approval criteria, send it to the approver

The difference between workflow rules and approval process

The workflow is automatically triggered on any DML operation (such as insert, update). Keep in mind that once the record is deleted, we will not be able to use the workflow.

It consists of a single step or a single action to continue the process, and the user does not see the workflow trigger.

The approval process consists of multiple steps and should be approved by different users at a specific level. It may also include rejection.

Approve the request by email

We can set up the approval process via email to enable email approval reply as follows

Settings-> Select process Automation Settings-> Select the enable email approval response check box, and then click Save.

In response to an approval request, you can use some words with a period or exclamation mark on the first line. "approve", "approve", "Yes" and other words are used for approval, while "reject", "rejected", "No" and other words are used for rejection.

Thank you for your reading, the above is the content of "what is the approval process of Salesforce". After the study of this article, I believe you have a deeper understanding of how the approval process of Salesforce is, and the specific use needs to be verified in practice. Here is, the editor will push for you more related knowledge points of the article, welcome to follow!

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