Salesforce Advanced Administrator Certification Guide

Adding actions to approvals

The approval process flow can be seen from the Approval History related list, but it would be cool to have a way to make modifications to the record when approval stages are passed.

In our scenario, we want to update a custom opportunity field named Approval Status, a simple picklist defined as follows:

• Name: Approval Status
• Type: Picklist
• Values: Pending (default), Submitted, Approved, Rejected
• Restricted values: Yes
• Field-Level Security: All profiles except System Administrator have read-only access

This picklist could be used to avoid closing deals that haven't been approved yet (for example, by creating a validation rule on the opportunity object that uses the Approval Status and the Closed fields) or even ...