4. Differences Between Workflows and
Approval Processes
Workflow Approval
They are activated Approval process are
when a record is triggered by explicitly
saved. clicking the "Submit
for Approval" button.
Workflow consists of Approval process
single step and single consists of multiple
action steps. Also different
action is taken based
upon whether the
record is approved or
rejected.
Workflows can be In approvals some
modified or deleted. attributes cannot be
modified. Processes
must be deactivated
before approvals can
be deleted.
5. Workflow Approval Processes
• Which records should enter this process?
• What settings should apply to the whole process?
What To whom What What What
Actions
Step Definition
Initial Submission
Final Rejection Actions
Final Approval Actions
Recall Actions
happens should the happens happens happens if
when a records be when a when a a record is
record is routed? record is record is recalled
submitted rejected? approved? from the
for process?
approval?
6. Approval Processing
• An Automated process your
organization can use to approve
records in Salesforce
• It 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.
7. Parallel approval process
• Parallel approval process
allows specifying (up to
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.
8. Dynamic Approval process
• Dynamic approval
process is used to
route approval
requests to users
listed in lookup fields
on the record
requiring approval.
• In this, approver
names are defined
dynamically from an
object.
9. Process Visualizer
• Provides Read only visual of an Approval process. It can be accessed by clicking on “View
Diagram” button.
• Display a flowchart of each saved approval process
• Improve communication about the approval process and gain buy-in from step owners
• Reinforce your company's policies by documenting the decisions you reached when the
approval process was designed
• Print an annotated version of the approval process, where numbers added to the diagram
correspond to details in a table, which is included in the printable view
• Share approval process diagrams by saving annotated versions as PDF files (requires an
Adobe® PDF print driver)
• Help you quickly locate key details by searching multi-step or complex diagrams for
matching text
• Help you visualize and understand graphically:
– The steps necessary for a record to be approved
– The designated approvers for each step
– The criteria used to trigger the approval process
– The specific actions to take when a record is approved, rejected, recalled, or first
submitted for approval
37. Key Takeaways
Approval workflow:
• Automates processes for
approving records in
Salesforce
• Specifies the steps necessary
for approval. A step can apply
to all records or just records
that have certain attributes
• Specifies who does the
approving at each step
• Specifies the actions to take
when a record is
approved, rejected, or recalled
Editor's Notes
Used to automate and enforce virtually anything in your company, from expense reports to vacation requests, job offers to opportunities.
