Salesforce Advanced Administrator Certification Guide

Summary

In this chapter, we learned about a key process automation feature: approval processes. Using these, we can let our low-level users create business-critical records and make them mandatorily submit each record for approval if some conditions on the record are met. This ensures that their managers can review record data and decide whether the record should be approved (and continue the business flow) or rejected (by requiring some changes before the flow can continue). Throughout this chapter, we learned how to master approval process creation by using the creation wizard. Then, we learned how to add approval steps and configure their criteria and approvers, and then how to configure actions to be automatically executed on the approval ...