Salesforce approval processis an automated process and your organization can use to approve records in Salesforce, An approval processis combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria.
How do I submit approval requests in Salesforce maps?
Sales and service reps submit approval requests from marker pop-ups in Salesforce Maps. Available in: Professional, Enterprise, Performance , Unlimited, and Developer Editions From Setup, go to Users | Profiles.
Where can I find an example of a Salesforce process?
Go through the URL. http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_process_example.htm You will find your answer there. The problem with that example is that is shows how it's done if the program is going to create and approve the process in one fell swoop.
Can users see approval requests in their own feed?
Opt out users don't see approval requests in their own feed but can see them in the record's feed. On the submitter's profile, but not in their Chatter feed unless they're following the approval record
How do I allow people to see my approval posts?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. In the Approval Posts section, select Allow Approvals. Click Save. Anyone with access to the approval record can see approval posts in the record feed.
Who can approve a record in Salesforce?
We have option for the submitter: Record Owner, Record Creator, Public Groups, Role, Role and Subordinates, or specific User. This mean the Manager who approve could be Record Owner's Manager or Submitter's Manager. How we configure this in Salesforce? This is default option, in approval process Step 3.
Which process is used to approve records in Salesforce?
Approval ProcessApproval Process in Salesforce is an automated process that an organization uses to approve records in Salesforce. Records submitted for approval are approved by the users in the organization. These users are called as Approvers.
Can you Mass approve records in Salesforce?
Salesforce allows to transfer multiple approval requests from one user to another or remove multiple approval requests from the approval process using Setup > Mass Transfer Approval Requests.
How do I approve records in Salesforce lightning?
Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.
How do approvals work in Salesforce?
This approval process automatically assigns each request to right person in your org, based on the amount requested. If an expense record is submitted for approval, lock the record so that users cannot edit it and change the status to Submitted. If the amount is $50 or less, approve the request.
What are the types of approval process in Salesforce?
An initial submission action occurs when a user first submits a record for approval. By default, the record is locked. Final approval actions occur when all required approvals have been given for a record. A final rejection action occurs when an approver rejects the request and it goes to the final rejection state.
How do I submit records for approval in bulk in Salesforce?
First, submit approval request as “Member B” user by clicking “Bulk Request” button. Then approve those request as his manager user by clicking “Bulk Approve” button. Two records were approved successfully. Enjoy It!
How do I create a custom approval process in Salesforce?
Create an Approval ProcessFrom Setup, enter Approval in the Quick Find box, and then select Approval Processes.In Manage Approval Processes For, select Opportunity.Click Create New Approval Process | Use Jump Start Wizard. ... Configure the approval process. ... Save the approval process.More items...
What is ProcessInstanceWorkItem in Salesforce?
ProcessInstanceStep represents a step instance in an approval process (ProcessInstance) on which users has already acted and ProcessInstanceWorkItem represents a step instance in an approval process(ProcessInstance) on which is pending and users has to perform some action next on it.
What is approver settings Salesforce?
Description. Delegated Approver. Your alternate approver. If populated, this user receives the same approval requests as you do. Delegated approvers can't reassign approval requests; they can only approve or reject approval requests.
How do you process approval?
How Do You Create an Approval Process?Identify potential requesters.Document required information needed to make approval judgment.Design the request form to capture all relevant information.Determine potential exceptions and handling procedures.Identify required approvers (individuals or groups).More items...
How do I approve a request in Salesforce?
Respond to an Approval Request Via Email If your admin enabled email approval response, you can approve or reject requests by responding to the email notification. It doesn't matter which Salesforce experience or mobile email client you're using. Delegated approvers can also respond to approval requests by email.