Approval Process in Salesforce is an automated process that automates the approval of Salesforce records in your org. In Salesforce, an approval process is a series of steps that allow a record to be approved or rejected by a user, queue, or public groups. An approval process also specifies the actions to be taken when a record is approved, rejected, recalled, or submitted for approval for the first time.
For instance, when an employee requests time off, Salesforce should automatically send an approval request to the employee's manager.
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Salespeople are frequently required to confirm their transactions with internal departments (for example: legal, accounting).
Typically, it entails sending numerous emails to various people, after which you must ensure that it is confirmed.It's no secret that this process could take a long time.As a result, Salesforce created a built-in approval process that you can use to automate approval requests.Once configured, you can request approval with the click of a button.
Here are the important steps in the salesforce approval process. They are:
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The following are the sections that must be configured in the salesforce approval process:
Let's create an approval process in which the sales manager approves possibilities with a total opportunity value greater than $500,000. The opportunity's approval status should be reflected: Approved or Rejected.
Carefully plan ahead of time before you begin configuring the Approval process in Salesforce, as this will allow you to design the approval process in the most efficient manner. Preparation entails the following steps:
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In the preceding example, we only used 'Field Update.' I'd like to go over Approval Actions in more detail, such as Final Approval Actions and Final Rejection Actions, which include:
Task – If a job is selected, the user will input a task for a record, such as Opportunity, once the application process has indeed been approved/rejected.
If an Email Alert is selected, the message will be displayed via email once the approval process has been approved or rejected.
Field Update – You already saw an example within the preceding section, but once the approval process has indeed been approved/rejected, the framework would then update the field towards the specified value.
Outbound Message – This will assist in notifying third-party systems. Consider a scenario in which you would like to inform the derived or provisioning system of the approval results; for instance, once orders are approved, begin generating bills; this will assist you in meeting the requirement.
We can configure the approval process via email; to allow email approval response, follow the directions below.
Setup -> Process Automation Settings -> Enable Email Approval Response checkbox, and then click Save.
Some words could be used in the first line of a response to an approval request with periods or exclamation marks. Approved, Approved, and Yes are used for approval, while Reject, Rejected, and No are used for rejection.
In the above blog post we had discussed the salesforce approval process steps in depth. Had any doubts drop your queries in the comments section to get them clarified.
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