4.dev meetup2 approval_process_d_skrakovsky
DESCRIPTION
Approval process by Dmitry Skrakovsky, VRP CloudTRANSCRIPT
Approval Processes
Dmitry Skrakovsky
What is the Approval Process?
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
Diagram
Multimedia Record Submitted for Approval
Initial Submission Actions Occur
Final Approval
Action
Final Rejection
Action
Accepted
Accepted Rejected
Rejected
Approval Step 1Approver:
Administrator
Approval Step 2Approver: Historian
An approval process includes the following elements:• A name and description to distinguish it from other approval processes• Entry criteria if you only want records with certain attributes to be
included• A designated user who can approve requests• Settings to specify who, if anyone, can change a record once it has been
submitted for approval• Any number of steps that determine the sequence of actions to take when
a record matches the criteria. Each step can have up to 40 actions, 10 of each type: email alerts, field updates, tasks, and outbound messages.
• Up to 40 additional actions that occur when a record is initially submitted• Up to 40 additional actions that occur when a record is approved• Up to 40 additional actions that occur when a record is rejected• Up to 40 additional actions that occur when a record is recalled
For Enterprise, Developer, and Unlimited Editions, each approval process can have up to:
15 steps per process 25 approvers per step
Each organization can have up to:
500 approval processes per object 1,000 processes per organization
Each approval process can have:
40 immediate actions
Immediate actions:
10 email alerts 10 tasks 10 field updates 10 outbound messages