To use approval processes on Salesforce Knowledge articles with the Metadata API, the article type must be deployed. For article version (_kav) in approval processes, the supported action types are: Knowledge Action, Email Alert, Field Update, and Outbound Message.
Full Answer
What is an approval process in Salesforce?
The following terminology is used for approval processes in Salesforce. An approval action occurs when a step is approved by all the required approvers. An approval process automates how records are approved in Salesforce.
What are the main parts of the approval process?
The main parts of the approval process deal with defining: who can approve (selecting the user or multiple approvers who’ll be in charge of the record’s approval), actions based on approval or rejection (what exactly will be done once each record is approved or rejected).
Can I change the Order of the approval process steps?
ApprovalProcess components are available in API version 28.0 and later. Required. Whether the approval process is active. After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
How do I allow the sales team to create approval requests?
In the “Submitter Type” section’s “Search” field select “Role” in the drop-down ( for the Giveaway case we need to allow the Sales Team to create approval requests, therefore, find the “Role: Channel Sales Team” among “Available Submitters” and place it to the right column of “Allowed Submitters” using the arrow button “Add” ).
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What are the types of approval process in Salesforce?
Approval 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....Actions in the Approval Process:Initial Submission Actions: ... Final Approval Actions: ... Final Rejection Actions: ... Recall Actions:
How many approval processs are there in Salesforce?
Required EditionsPer-Org LimitValueActive approval processes1,000Total approval processes2,000Active approval processes per object300Total approval processes per object5007 more rows
What are two final approval actions in an approval process Salesforce?
Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.
What are the stages of approval?
Here are the steps you can take to create an approval process:Define the work task. ... Set approvers, permissions and due dates. ... Assign the work task. ... First approver receives work. ... First approver approves or rejects work. ... Submit to final approver. ... Publish or accept work.
What is parallel approval process in Salesforce?
Parallel approval process allows specifying (upto 25) multiple approvers simultaneously. The approver setting could be set to unanimous or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.
What is dynamic approval process?
Dynamic approvals enable you to create a single step that systematically identifies every potential approver, searches to find out if that approver has enough authority to complete the approval, and creates a visual path for users to view of all necessary approvers in the process.
What are the types of actions you can use with an approval process?
You can associate actions to approval steps, initial submission, final approval, final rejection, or recall.
What is recall in approval process?
Recall Action: It occurs when a submitted approval request is recalled by default the record is unlocked. record locking prevents users from editing a record by default, salesforce locks records that are pending approval. Only the admin can edit the locked record.
What is unanimous approval process in Salesforce?
Unanimous Checkbox refers to each person or group within the approval process. Although the queue is made of many queue members, the queue counts as one approver, so whoever from the queue approves the record, is approving it on behalf of the entire queue.
What is a approval matrix?
The approval matrix is a decision table in Business Rule Framework plus (BRFplus) that allows you to specify the roles that can approve the cost of changes according to the level defined by you. Example. The system sends the data (activity type) from a change request A to the approval matrix.
Why do we need approval process in Salesforce?
Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
What is multi level approval?
Multi-level approval process means that transactions will be approved by two or more people. You can set it up only for bills, purchase orders and vendor credits.
What is Salesforce approval?
As mentioned, the Salesforce approval process extends workflow functionality. When defining an approval process, keep in mind that the organization needs to specify who must approve the record and in what order the approval flow must go. This allows the organization to set up initial actions, actions on various steps in the process, and even actions for after the record has been fully approved (or rejected).
What is a sales rep's incentive?
Let’s say that a sales rep is able to offer discounts to clients and potential clients. This is a great incentive to obtain and retain sales, and the sales reps have a certain degree of autonomy and discretion in offering these discounts.
What is Salesforce approval process?
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. For example, when an employee creates a time-off request, have Salesforce automatically sends an approval request to the employee’s manager.
What is the preplanning process in salesforce?
Preplanning includes of: Final Approval Actions like unlock record or change the status of the record.
What words are used in the first line of an approval request?
While responding to an approval request, some words can be used in the first line with periods or exclamatory marks. The words like Approved, Approve, Yes used for approval while Reject, Rejected, No used for rejection.
When is the initial submission action executed?
Initial Submission Actions – It will be executed when the user clicks on ‘Submit for Approval’ on the object record. Final Approval Actions – It will be executed after all the approval process steps have been approved.
Is approval process easy to understand?
Approval Process can be incredibly complex processes, but the builder tool, and the way it’s displayed, make it very easy to understand, even for a beginner Administrator. In this guide, I’ll walk through a very simple example, because Approval Processes can be extremely varied.
Is Salesforce approval offline?
The most important part of the Approval Process isn ’t in Salesforce at all, it’s offline, with the person who is making this request. Schedule an information gathering session, and determine the details you’ll need to get started.
What Is the Approval Process in Salesforce Needed for?
Dwelling on the reasons why such approvals are beneficial, it is more than safe to state that when using automation tools wisely, companies (including nonprofit organizations using Salesforce) can optimize their work processes and save both time and money. Having well-working Salesforce approval procedures based on outlined rules can help to:
Salesforce Approval Process Use Cases
One of the top ways you can make use of the approval process in Salesforce is for offering discounts. While salespeople are used to giving out generous, rounded up discounts, qualifying each of such offers through the approval cycle will set specific boundaries and eliminate excessive spending.
Before You Start Your Setup
When certified Salesforce admins set up the approval process, they should take into account many factors. Thus, it makes sense to roll out a “blueprint” of your expectations prior to starting your setup process and to use the best practices of other companies. Often, this can be carried out in a Salesforce Scratch Org that’s used as a playground.
Salesforce Approval Process Guide: Approval Process Case Description
GBN Motors is a car dealership with a team of 15 sales representatives. Using Salesforce, they’ve decided to set up an approval process that would help to coordinate and organize the procedure of client giveaways.
2. Create and Manage the Salesforce Approval Process
Now that all the preparation work is finalized, it’s time to proceed to the actual setup.
Summary
So, to summarize, we’ve learned that the opportunities for applying Salesforce approval processes are boundless. With clearly set up rules, roles, and workflows, problems such as overlaps in employees’ paid time off requests become history.
What is Salesforce approval process & How to Create Approval Process in Salesforce
In our previous Salesforce Training we have learned about Salesforce Workflow Rule and Workflow Actions. In this Salesforce Tutorial we are going to learn about what is Salesforce Approval process and also we learn how to create Salesforce Approval Process with an example.
How to create Salesforce approval process?
Now let us consider an example where all invoices which are greater than 10000 rupees the invoice must be approved by the Supervisor. While creating Salesforce Approval Process we there are 8 steps involved.
What is Salesforce approval process?
Represents the metadata associated with an approval process. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.
What is the order of the approval steps?
The order of the ApprovalStep entries in the approval process definition determines the order in which the approval steps are executed. After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
What is the unique name of the approval step?
Unique name of the approval step. It must contain only underscores and alphanumeric characters, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. The requirement for uniqueness is only within the specific approval process. rejectBehavior.
Does Salesforce metadata include approval processes?
The metadata doesn’t include the order of active approval processes. Sometimes you have to reorder the approval processes in the destination org after deployment. Before you implement an approval process for your organization, see “Considerations for Approvals” in the Salesforce Help.
Can you add or delete an approval process?
After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive. Whether to allow submitters to recall approval requests. If set to false, only administrators can recall approval requests. Required.