Chapter 8: Setting Up Approval Processes

A close sibling of workflow rule automation is the approval process. This automation tool is meant to allow users to ask their managers/users higher in the company's hierarchy for approval for access to key business records under specific conditions.

In this chapter, we'll be using an example as a base use case to understand the following:

  • Designing an approval
  • Creating an approval process
  • Consuming the approval process

By the end of this chapter, you will have learned how to build an approval process and how to add steps and actions to customize the approval flow.

Designing an approval

In this chapter, we'll be learning about approval processes using a complex example that will involve the Advertisement ...

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