The easiest way to handle your scenario is to add a field to whatever object you're approving and have your final approval step be updating that field. Then, have your process kick off of that field update.
Full Answer
How to create an approval picklist in Salesforce?
1) Create one Picklist value with "Approved", "Rejected" and "In Process". Put the "In Process" as Default value. 2) Now use "Field Update" in the Approval Process i.e. For Approval, the Field update must be "Approved" and For Rejection, the Field update must be "Rejected".
Do field updates trigger the approval process?
Field updates that are executed as approval actions don't trigger process Ask Question Asked6 years, 1 month ago Active12 days ago Viewed5k times 2 0 I am updating a checkbox field "Is approved" when a record is approved by approval process.
What is the difference between approval and rejection field changes?
For Approval, the Field update must be "Approved" and For Rejection, the Field update must be "Rejected". Note: "Re-evaluate Workflow Rules after Field Change" checkbox must be checked in both "field update" Actions
How do I set up an approval process?
3 Answers 3 ActiveOldestVotes 1 For your case, Best option is to use the Process Builder 1) Create one Picklist value with "Approved", "Rejected" and "In Process". Put the "In Process" as Default value. 2) Now use "Field Update" in the Approval Process i.e.
How do I trigger a field update in Salesforce?
Below are the steps to be followed:Create a field in 'Account' with label 'Field Update' and data type as 'Checkbox'Now create a trigger on Contact.Navigate to Setup ->Build ->Customize ->Contacts ->Triggers.
Can a workflow rule be triggered from a field update event happening in an approval process?
Field Update Action Limitations Field updates that are executed as approval actions don't trigger workflow rules or entitlement processes.
How do you trigger approval process automatically in Salesforce?
In the Process Builder actions, select 'Submit for Approval' and select the approval process. The option 'Skip the entry criteria for this process' appears once you have selected your process: Save and Activate. Now with a certain record change, you can launch a specific approval process by skipping the entry criteria!
What can be done with a workflow field update action in Salesforce?
Field update is one of the workflow actions available in Salesforce. Workflow is used to automate tasks, emails we regularly send and other record updates according to the organization requirement. Field update actions let you automatically update field values.
What is the difference between workflow trigger and process builder?
Process builder is bounded to perform only these actions, If we want to perform any other action than above, we use a trigger. We can customize anything in Salesforce using a trigger. Deletion of a record is not possible via process builder and workflow but with trigger, we can delete a record.
Which of these actions can be triggered from a workflow?
The following actions can be triggered using workflow rules in Salesforce: Assigning a task to someone. Doing a field update. Sending an email.
How do you trigger approval process in process builder?
Use Process Builder to Manage Approval ProcessClick Add Criteria.Enter a name for the criteria. ... For Field, select License Type, and then click Choose.For Operator, choose Equals. ... For Value, enter the ID of the Regulatory Authorization Type record you created. ... Click Save.Click Add Action.More items...
Can records be automatically approved Salesforce?
Salesforce has a lot of automated work and consists of many processes which can be performed automatically. One of the processes is the approval process in Salesforce. Records submitted for approval are either auto-approved in the approval process in Salesforce or by the users in the organization.
Is it possible to start approval process after records is created in Salesforce without clicking on submit for approval button?
Enter Process Builder name and click save button. Select Object and click save. Select the Approval Process then click save. We have approval process without click on submit button by using Process Builder in Fieldax&Field Service Management.
Can we update field using validation rule in Salesforce?
If the prediction changes the field value in a way that violates the validation rule, you can't update the record that uses the field. If you get a validation rule error when saving a record that contains an Einstein Prediction Builder field, edit, deactivate, or delete the validation rule.
What happens when a field update is set to re evaluate the workflow rule?
If the field update changes the field's value, all workflow rules on the associated object are re-evaluated. Any workflow rules whose criteria are met as a result of the field update will be triggered.
Can we update related record using workflow?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record's child records need the same update.