Skip to Main Content
Salesforce Process Builder Quick Start Guide
book

Salesforce Process Builder Quick Start Guide

by Rakesh Gupta
July 2018
Beginner to intermediate content levelBeginner to intermediate
170 pages
3h 40m
English
Packt Publishing
Content preview from Salesforce Process Builder Quick Start Guide

Hands on 7 – submitting a record to an Approval Process

Process Builder also allows you to auto-submit a record to an Approval Process. Currently, the user has to manually submit a record for the Approval Process. You can achieve this type of requirement through the following methods:

  • Using Process Builder.
  • Using a combination of Flow (submit for the approval-static action) and Process Builder.
  • Using a combination of Flow and the Inline Visualforce page on the object's detail page.

Let's look at a business scenario. Suppose that Helina Jolly is working as a system administrator at Universal Containers. She has created a process (Post Opportunity Information to Chatter Group) to post opportunity details to a Chatter group, if the amount ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

Rakesh Gupta

Publisher Resources

ISBN: 9781789344318Other