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Force Platform Fundamentals: An Introduction to Custom Application Development in the Cloud by Andrea Leszek, Adam Gross, Nick Tran, Dave Carroll, Caroline Roth, Chris McGuire

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Introducing Approvals

Now that we’ve just made a handful of workflow rules, let’s take a look at another business logic tool that the platform provides: approval processes.

Approval processes allow you to specify a sequence of steps that are required to approve a new record. Each step allows one or more designated approvers to accept or reject a record. The steps can apply to all records included in the process, or just to records that meet certain requirements. Like workflow, approval processes also allow you to specify actions—like sending an email alert, updating a field value, or assigning a task—that should occur whenever a record is approved, rejected, first submitted for approval, or recalled.

Figure 73. Approval Processes Consist of ...

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