Approval Process in Salesforce || By Rajesh Chatterjee

Approval Process in Salesforce

In the previous article/video, we discussed process builder. Process builder is an automation tool that helps to automate repetitive and complex business requirements in an easy point and click method. Let us now discuss another automation tool provided by Salesforce- Approval process.
What is an approval process in Salesforce?
An approval process is an automation tool that helps businesses automate how records are approved in Salesforce. It is a combination of predefined steps that decide how records are submitted and approved by approvers in Salesforce. In the approval process, you can also automate the set of actions that need to be performed once a record is approved or rejected.
Examples of the use approval process in businesses

A Business wants the manager to approve all the high-value opportunities before closing the opportunity. The sales executive then needs to submit the opportunity for approval by the manager and can only close it if the manager approves.

Sales executives must get the approval of the manager before offering a discount of more than 10% to the customer.

If a customer shows interest in one of the products, the sales executive must create an opportunity and get it approved by the manager first. Once the manager approves, the opportunity is sent to the inventory manager to check whether the product is in stock. If the inventory manager approves, the opportunity is sent to the finance manager to check if the customer has past dues. The sales executive can close the opportunity only after all the three managers approve the opportunity.
Features of the approval process
An approval process can be initiated manually or automatically when certain criteria are met.
The approval process might contain one or multiple steps based on the business requirement.
Actions like the creation of a task, field update, email notification or sending an outbound notification can be added at each step of the approval process like initial submission, approval, rejection or recall.
The approval process can apply to all records of an object or only the record that meets predefined criteria based on business requirements.
A record can be approved by a single user, a queue, a public group or multiple users as defined in the approval process.
The functions and actions of an approval process can be extended by writing an apex code.
The approval process can also be initiated through process builder and flow.
When can the records be sent for approval in Salesforce?
The approval process can be set up for any object in Salesforce. One or all the records of that object can be sent for approval. Based on the business requirement, all the records of the object can be sent for approval manually or automatically. Or, only the records that meet certain criteria can be sent for approval.

For example, the business wants all the opportunities to be approved by the senior sales executive before the sales executive closes the opportunities. Or it might want only the high-value opportunities of value more than 1000$ to be approved by the manager before the sales executive closes the opportunity.

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[tiashahazra]

Hii I can to see my submit button in approval process can you tell me why

[naveenkapula]

Hii bro.for example my approval criteria is when some picklist value= to LOC. when i selected this LOC and saved it then approval request is went to some person who is going to approve this or reject this.for my case it is rejected the record will save with LOC or its previous value?