Understanding Approval Process in Salesforce | How to create an approval process?

In this video, Shrey discussed Approval Process in Salesforce in detail and also he covers
the following topics:
1. What is Approval Process?
2. How to create an approval process?
3. What are approval actions?
4. How and where to use the Approval Process?
5. How approval process works in Salesforce?

We hope you enjoy the video and it helps you to take another step forward in your journey with Salesforce. This video is from the Salesforce Administrator & App Builder course which is designed and curated by Shrey Sharma, one of the top best Salesforce Trainer in the world.

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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.

Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.

Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his YouTube channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.

Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#salesforce
#salesforcehulk
#learnsalesforce
#approvalprocess

[mohit.abdul]

Hey Shrey, could you please make a video FLow Builder. I have seen a few videos on YouTube but it still not clear. I love your teaching techniques, first discuss the detailed theory and then show practical things to help us to know better.

[MDASIF-wock]

You give practical example inside the boundries of Salesforce ecosystems.
That's great for us it gives more clarity .

[hemlatha]

Hey Shrey u come up with detailed concept really appreciated. Thank you

[ruangupta]

Hey Shrey
Learning through your videos, I feel you have simplified things so well and the examples are so elaborated and realistic that I can never forget the concepts..
Thanks for making Salesforce so much fun and easy
And by the way love the way you engage with your followers by answering all the queries
All d best 👍 thanks again

[mushahidansari]

The last part of this video is like Inception movie scene between Amit Shah & Sahil Sharma in Approving process 😂😂
Just Kidding.
Bdw really helpful videos and easy to understand .
Thank you for uploading may19 session videos.

[houston]

Another great video -I hope you are staying safe.

[budhwaniamit]

What are two good use cases for a Salesforce approval process?
Choose 2 answers
A. A sales process that involves approval to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount

B. A sales process where the approval manager is randomly assigned from a public group of managers and a second approval by the Sales VP.

C. A sales process where the first level approval can be denied and automatically routed to the Sales VP for final approval.

D. sales process that involves approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone else.


can you please explain how option "C" is possible? how can we do that in approval process?

[vaishnavivaishu]

hey shrey
thanks for u r excellent videos please, can u share the processer builder video also

[ga]

Set up and create the approval process bro this is a new addition of super badge plese help us to complete this edition of super badge

[krishnendu_chakraborty]

Hi Shrey - what if no reject action is mentioned in the first approval step and 2nd action is having reject action but the approver rejected in the 1st action only? What will happen in this case?

[artisticomx]

Im trying to do a massive approval process with more than 40 records but it is not working sends me a limit function error? what can I do in these cases?

[mathswithyaswanth]

How to get email alerts for reassign ed approver

[milosstanojkovic]

Is it possible to Approve/Reject process on record update?

[sarugupta]

Hey Shrey
I am a big fan of technical knowledge and teaching techniques..
I am a Woman Restarter, planning to start my career after a 3 year of maternity break...
Have been following you on YouTube and have learned Salesforce admin module through your online tutorials....
I am interested in an internship with your organization.... Request you to kindly revert..
I am not looking for any monetary benefits all I am looking for is knowledge and experience...
Will be waiting for your reply
Thanks in advance

[tarunakapoor]

In approval step number 2 .I'm getting option of else (go to next step or approve record) . In your lecture there was no such option at step 2 .what should I do? Please help in this

[watch_itt]

If apptoval process of scholarship rejected by approver is it possible to add any field aboce comments like picklist field reason of rejection

[naturelovers]

Hi shrey can you please help me with my query. For example I have a approval process and it got fired on behalf of community user so I want to fire email to community user's account field that is of email type.. Please help me.

[denitsapetrishka]

Can we get the file for the Approval Process Execution Trace?

[apexlearning]

Hi I was learning approval process and I had a scenario that..
When a field is blank in the record then I should not be able to submit the approval.
I tried using isblank(expression) formula in entry criteria. but still whatever value I give in that field I'm able to submit my approval. But ideally when field is blank I mustn't be able to submit for approval.
Can you guide me on how to achieve this.

[itvistargupta]

How to branch approval process based on request types?
For eg:

All request should be routed to Admins first

If request is of type "Bugs, Data Load"

then Admin are final reviewers

if approve : Final Approval actions i.e : update field to approved

if reject : Final Rejection actions : i.e : update field to deferred

If request is of type "New Feature Request"

then pass to User X

if approve : send email, and final approver actions

if reject : final rejection actions

If request is of type "Data Integration"

then pass to IT team

if approve : send emails & final approval actions

if reject : final rejection action



Problem is I fear that criteria I created in step 2 after admins for New Feature Request, in step 3 only these records will go to next but what about the records of "Data Integration", they should be directly routed to IT team after admins in step 1