Salesforce Essentials for Administrators

Approval process

In the time we spend at the office, we are all confronted with processes that require approvals. An approval can be for a leave application from your manager. For a few organizations, an approval can be for expenses or orders. Here, an expense, order, or leave is a record in our object (either standard or custom) for which we need approval.

An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that meet certain administrator-defined criteria. An approval process also specifies the actions to be taken when a record is submitted, approved, rejected, and recalled. Let's configure an approval process ...