Salesforce Approval Process explained

Salesforce includes built-in approval process capabilities. An approval process is an automated process your agency can use to approve records in Salesforce. An approval process specifies the criteria a record must meet before it can be submitted for approval, 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 have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

Approvals can be useful in various scenarios like Sales discount approval, Travel approval, Expenses approval,
For a Recruitment scenario we can have open position approval, candidate selection approval and final offer letter or remuneration approval. Recruitment open position is the example we will work on in this lecture.

Before we start creating the approval process, we need to make some things ready in our org. First we have to think of the user hierarchy and who will approve certain transactions and at what levels. We have to create the email templates for every scenario in the process like approved, rejected or withdrawn.

Approval process itself will consist of creating the entry criteria for records, decisions on the records and then the final steps based on the outcome of the approval process.

Let us get right into the demo now and see how to create and test an approval process in our playground org.