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Workflow Approval Process

The document discusses workflow approval processes including: 1. The differences between workflows which execute on record save and approval processes which require clicking "submit for approval". 2. How to create an approval process using the jumpstart or standard wizard depending on if it is a simple or complex process. 3. Key elements that define an approval process including objects, criteria, approvers, and actions like submitted, approved, and rejected.

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Narendra Reddy
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119 views8 pages

Workflow Approval Process

The document discusses workflow approval processes including: 1. The differences between workflows which execute on record save and approval processes which require clicking "submit for approval". 2. How to create an approval process using the jumpstart or standard wizard depending on if it is a simple or complex process. 3. Key elements that define an approval process including objects, criteria, approvers, and actions like submitted, approved, and rejected.

Uploaded by

Narendra Reddy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Workflow approval process.

 1. what is workflow approval process.


 2.when to use approval process
 3.How to use approval process.
 4.Points to consider with approval process.
 5.create an approval process by jump start and
standard wizard.
Differences b/n workflow and
approval process.
Workflow. Approval Process.
1.Workflows are 1.Approval process are executed
executed only only when we click on
when the “SUBMIT FOR APPROVAL”
record is button.
saved. 2.It consists of multiple steps
2. It consists of and also different action is
single step taken based upon whether
and single the record is approved or
action. rejected.
Approval Process.
Before knowing how to create approval process both
actions will be happened, either the record gets
accepted or it is rejected.

Few things which defines approval process:


1. Objects.
2. Criteria.
3. Approver.
4. Actions. a. Submitted
b. approved
c. rejected
Create an approval process by
jump start and standard wizard.
Jump start wizard. Standard wizard.
 It is useful for simple  It is useful for complex
approval process with a single approval process.
step.  It consists of set up wizard
 It is used to create an that allows you to define your
approval process quickly by process and another setup
allowing sales force to wizard that allows you to
automatically choose some define each step in process.
default options for you.
Approval process
 Assigned approver: The assigned approver is the
user responsible for responding to an approval request.
 Delegated approver: A delegated approver is a user
appointed by an assigned approver as an alternative for
approval requests.
 E-mail approval response: E-mail approval response
lets users respond to approval requests by replying to
an e-mail notification.
Approval process
 Initial submission actions: An initial submission
action occurs when a user first submits a record for
approval.by default, the record is locked.
 Final approval actions: final approval actions occur
when all required approvals have been given for a
record.
 Final rejection actions: A final rejection action
occurs when an approver rejects the request and it
goes to the final rejection state.
Approval process
 Recall actions: A recall actions occurs when a
submitted approval request is re-called.by default the
record is unlocked.
 Record locking: It prevents users from editing a
record, regardless of field-level security or sharing
settings. by de-fault, sales force locks the records that
are pending approval.
Workflow approval process.
 Definations:
 1: workflow: workflow rules are automated
process to send an e-mail alerts, assign task,
update fields and outbound message on certain
criteria.
 2: Approval process: An approval process is an
automated way of submitting a record for
approval.

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