SlideShare a Scribd company logo
Approvals and Workflow in Salesforce
Salesforce provides extensive support for implementation of workflow and approvals.
1. A queue can hold a predefined set of objects and consists of a set of users. Any
of the queue members can pick up tasks assigned to the queue. Users or Queues
can be owners of records.
Approval processes

Salesforce supports wizard based easy to configure approval process. After an
object is selected, the wizard guides the user through a step-by-step setup.
Approval process is triggered when a user clicks on the "Submit for approval"
button.
2. The approval process consists of the following steps A. Process definition
B. Initial submission actions
C. Step definitions
D. Final Rejection actions
E. Final Approval actions
F. Final Recall actions

3. The Process Definition step consists of the following sub-steps:
A. Provide the name of process
B. Specify entry criteria for records
C. Specify who is going to approve
D. Specify email template
E. Fields to be displayed in the approver page
F. Specify who is going to send approval mail

4. Workflow rules are like triggers. Action is triggered when a record meets an
evaluation criteria. Workflow rules definition does not impact existing records.
Workflow rule gets applied to new record creation or edits.
5. Workflow rule consists of three steps
A. Select the object
B. Specify evaluation criteria (when should the workflow rule be executed,
example for new records are created)
C. Define rule criteria (example when status of job applicant is approved)

6. Workflow actions can include sending an email, setting values to fields,
sending an external message or creating a task.

7. There are two differences between Workflows and Approval process
Workflow

Approval process

They are activated when a
record is saved.

approval process are triggered by explicitly clicking the
"Submit for Approval" button.

Workflow consists of
single step and single
action

Approval process consists of multiple steps. Also different
action is taken based upon whether the record is approved or
rejected.

Workflows can be
modified or deleted.

In approvals some attributes cannot be modified. Processes
must be deactivated before approvals can be deleted.

8. Time-based workflow allows action to be triggered after a delay. As an
example we could implement following business logic using time-based
workflow: In a recruitment application if for no high priority position no
candidates are assigned in a week, then send a mail to Recruitment Manager.

9. Time-based workflow cannot be executed when evaluation is set to "Every time
a record is created or updated".

10. Approval processes can be single or multiselect process. Multi-select processes
require end user authorization for record promotion.
11. Approval process is unique for object type.

12. 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.

13. Possible actions of workflow and approval process are A. Creating a task
B. Sending a message to external system (outbound message)
C. Updating a field value
D. Sending an email
E. Locking a record

14. Outbound message helps keeping salesforce coordinated with other
applications.

15. 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.

16. Process Visualizer provides Read only visual of an Approval process. It can be
accessed by clicking on “View Diagram” button.

More Related Content

What's hot

Blood bank management
Blood bank managementBlood bank management
Blood bank management
Sudha Hari Tech Solution Pvt ltd
 
Property buy and sell report
Property buy and sell reportProperty buy and sell report
Property buy and sell report
Harshikesh Kumar
 
Strategies For Software Test Documentation
Strategies For Software Test Documentation Strategies For Software Test Documentation
Strategies For Software Test Documentation
Vishwak Solution
 
Complete guide to manual testing@uma
Complete guide to manual  testing@umaComplete guide to manual  testing@uma
Complete guide to manual testing@uma
Uma Sapireddy
 
Istqb question-paper-dump-5
Istqb question-paper-dump-5Istqb question-paper-dump-5
Istqb question-paper-dump-5
TestingGeeks
 
Chapter 6 - Tool Support for Testing
Chapter 6 - Tool Support for TestingChapter 6 - Tool Support for Testing
Chapter 6 - Tool Support for Testing
Neeraj Kumar Singh
 
Synopsis for property portal projects for final year students
Synopsis for property portal projects for final year studentsSynopsis for property portal projects for final year students
Synopsis for property portal projects for final year students
Skyblue.aero
 
E-Commerce Mobile Sale System
E-Commerce Mobile Sale SystemE-Commerce Mobile Sale System
E-Commerce Mobile Sale System
Abhishek Kumar
 
Modelo de casos de uso 2ª versión
Modelo de casos de uso 2ª versiónModelo de casos de uso 2ª versión
Modelo de casos de uso 2ª versión
Jose Torres Gonzales
 
Online-Voting-System.doc
Online-Voting-System.docOnline-Voting-System.doc
Online-Voting-System.doc
ShangaviS2
 
Activity diagram-UML diagram
Activity diagram-UML diagramActivity diagram-UML diagram
Activity diagram-UML diagram
Ramakant Soni
 
Software evolution and Verification,validation
Software evolution and Verification,validationSoftware evolution and Verification,validation
Software evolution and Verification,validation
ArchanaMani2
 
User acceptance testing_(uat) 2013
User acceptance testing_(uat) 2013User acceptance testing_(uat) 2013
User acceptance testing_(uat) 2013
Amrita Sinha
 
User Acceptance Testing (Uat)
User Acceptance Testing (Uat)User Acceptance Testing (Uat)
User Acceptance Testing (Uat)
Thomas Martin
 
ONLINE COMPLAINT MANAGEMENT SYSTEM
ONLINE COMPLAINT MANAGEMENT SYSTEMONLINE COMPLAINT MANAGEMENT SYSTEM
ONLINE COMPLAINT MANAGEMENT SYSTEM
Himanshu Chaurishiya
 
Web Engineering - Web Application Testing
Web Engineering - Web Application TestingWeb Engineering - Web Application Testing
Web Engineering - Web Application Testing
Nosheen Qamar
 
What is Application Performance Management?
What is Application Performance Management?What is Application Performance Management?
What is Application Performance Management?
CA Technologies
 
Analisis de requerimientos de Software
Analisis de requerimientos de SoftwareAnalisis de requerimientos de Software
Analisis de requerimientos de Software
Fuel Sirpa Mamani
 
Automation testing material by Durgasoft,hyderabad
Automation testing material by Durgasoft,hyderabadAutomation testing material by Durgasoft,hyderabad
Automation testing material by Durgasoft,hyderabad
Durga Prasad
 
Modelo de casos de uso 2ª versión(2)
Modelo de casos de uso 2ª versión(2)Modelo de casos de uso 2ª versión(2)
Modelo de casos de uso 2ª versión(2)
Jose Torres Gonzales
 

What's hot (20)

Blood bank management
Blood bank managementBlood bank management
Blood bank management
 
Property buy and sell report
Property buy and sell reportProperty buy and sell report
Property buy and sell report
 
Strategies For Software Test Documentation
Strategies For Software Test Documentation Strategies For Software Test Documentation
Strategies For Software Test Documentation
 
Complete guide to manual testing@uma
Complete guide to manual  testing@umaComplete guide to manual  testing@uma
Complete guide to manual testing@uma
 
Istqb question-paper-dump-5
Istqb question-paper-dump-5Istqb question-paper-dump-5
Istqb question-paper-dump-5
 
Chapter 6 - Tool Support for Testing
Chapter 6 - Tool Support for TestingChapter 6 - Tool Support for Testing
Chapter 6 - Tool Support for Testing
 
Synopsis for property portal projects for final year students
Synopsis for property portal projects for final year studentsSynopsis for property portal projects for final year students
Synopsis for property portal projects for final year students
 
E-Commerce Mobile Sale System
E-Commerce Mobile Sale SystemE-Commerce Mobile Sale System
E-Commerce Mobile Sale System
 
Modelo de casos de uso 2ª versión
Modelo de casos de uso 2ª versiónModelo de casos de uso 2ª versión
Modelo de casos de uso 2ª versión
 
Online-Voting-System.doc
Online-Voting-System.docOnline-Voting-System.doc
Online-Voting-System.doc
 
Activity diagram-UML diagram
Activity diagram-UML diagramActivity diagram-UML diagram
Activity diagram-UML diagram
 
Software evolution and Verification,validation
Software evolution and Verification,validationSoftware evolution and Verification,validation
Software evolution and Verification,validation
 
User acceptance testing_(uat) 2013
User acceptance testing_(uat) 2013User acceptance testing_(uat) 2013
User acceptance testing_(uat) 2013
 
User Acceptance Testing (Uat)
User Acceptance Testing (Uat)User Acceptance Testing (Uat)
User Acceptance Testing (Uat)
 
ONLINE COMPLAINT MANAGEMENT SYSTEM
ONLINE COMPLAINT MANAGEMENT SYSTEMONLINE COMPLAINT MANAGEMENT SYSTEM
ONLINE COMPLAINT MANAGEMENT SYSTEM
 
Web Engineering - Web Application Testing
Web Engineering - Web Application TestingWeb Engineering - Web Application Testing
Web Engineering - Web Application Testing
 
What is Application Performance Management?
What is Application Performance Management?What is Application Performance Management?
What is Application Performance Management?
 
Analisis de requerimientos de Software
Analisis de requerimientos de SoftwareAnalisis de requerimientos de Software
Analisis de requerimientos de Software
 
Automation testing material by Durgasoft,hyderabad
Automation testing material by Durgasoft,hyderabadAutomation testing material by Durgasoft,hyderabad
Automation testing material by Durgasoft,hyderabad
 
Modelo de casos de uso 2ª versión(2)
Modelo de casos de uso 2ª versión(2)Modelo de casos de uso 2ª versión(2)
Modelo de casos de uso 2ª versión(2)
 

Viewers also liked

Salesforce Process builder Vs Workflows
Salesforce Process builder Vs WorkflowsSalesforce Process builder Vs Workflows
Salesforce Process builder Vs Workflows
Prasanna Deshpande ☁
 
Salesforce Admins Exposed
Salesforce Admins ExposedSalesforce Admins Exposed
Salesforce Admins Exposed
Cloudingo
 
Interview questions
Interview questionsInterview questions
Interview questions
mallareddy0107
 
Salesforce Admin
Salesforce AdminSalesforce Admin
Salesforce Admin
Multisoft Virtual Academy
 
Approval process
Approval processApproval process
Approval process
mallareddy0107
 
Introduction to Salesforce validation rules new
Introduction to Salesforce validation rules newIntroduction to Salesforce validation rules new
Introduction to Salesforce validation rules new
Omprakash Saini
 
Process builder vs Triggers
Process builder vs TriggersProcess builder vs Triggers
Process builder vs Triggers
ProQuest
 
CV_Europass_Carlos_Taboada_Payo_EN
CV_Europass_Carlos_Taboada_Payo_ENCV_Europass_Carlos_Taboada_Payo_EN
CV_Europass_Carlos_Taboada_Payo_EN
Carlos Taboada Payo
 
CAE_P_Bhanuchandar
CAE_P_BhanuchandarCAE_P_Bhanuchandar
CAE_P_Bhanuchandar
BHANUCHANDAR P
 
12 Things Your Salesforce Admin Needs You to Know
12 Things Your Salesforce Admin Needs You to Know12 Things Your Salesforce Admin Needs You to Know
12 Things Your Salesforce Admin Needs You to Know
Cloudingo
 
Getting started with Salesforce security
Getting started with Salesforce securityGetting started with Salesforce security
Getting started with Salesforce security
Salesforce Admins
 
Workflow in Salesforce
Workflow in SalesforceWorkflow in Salesforce
Workflow in Salesforce
MST Solutions LLC
 
Adm 201 study group session 1 user interface kathy c
Adm 201 study group session 1   user interface kathy cAdm 201 study group session 1   user interface kathy c
Adm 201 study group session 1 user interface kathy c
ovalisgroup
 
Triggers and order of execution1
Triggers and order of execution1Triggers and order of execution1
Triggers and order of execution1
Prabhakar Sharma
 
Axial force, shear force, torque and bending moment diagram
Axial force, shear force, torque and bending moment diagramAxial force, shear force, torque and bending moment diagram
Axial force, shear force, torque and bending moment diagram
Dooanh79
 
Salesforce course-training-material
Salesforce course-training-materialSalesforce course-training-material
Salesforce course-training-material
sfdc232
 
Resume_Pranat Mishra
Resume_Pranat MishraResume_Pranat Mishra
Resume_Pranat Mishra
pranat mishra
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security Model
Salesforce Developers
 
Salesforce Traning Adm 201
Salesforce Traning   Adm 201Salesforce Traning   Adm 201
Salesforce Traning Adm 201
plug2learn
 
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
Amit Sharma
 

Viewers also liked (20)

Salesforce Process builder Vs Workflows
Salesforce Process builder Vs WorkflowsSalesforce Process builder Vs Workflows
Salesforce Process builder Vs Workflows
 
Salesforce Admins Exposed
Salesforce Admins ExposedSalesforce Admins Exposed
Salesforce Admins Exposed
 
Interview questions
Interview questionsInterview questions
Interview questions
 
Salesforce Admin
Salesforce AdminSalesforce Admin
Salesforce Admin
 
Approval process
Approval processApproval process
Approval process
 
Introduction to Salesforce validation rules new
Introduction to Salesforce validation rules newIntroduction to Salesforce validation rules new
Introduction to Salesforce validation rules new
 
Process builder vs Triggers
Process builder vs TriggersProcess builder vs Triggers
Process builder vs Triggers
 
CV_Europass_Carlos_Taboada_Payo_EN
CV_Europass_Carlos_Taboada_Payo_ENCV_Europass_Carlos_Taboada_Payo_EN
CV_Europass_Carlos_Taboada_Payo_EN
 
CAE_P_Bhanuchandar
CAE_P_BhanuchandarCAE_P_Bhanuchandar
CAE_P_Bhanuchandar
 
12 Things Your Salesforce Admin Needs You to Know
12 Things Your Salesforce Admin Needs You to Know12 Things Your Salesforce Admin Needs You to Know
12 Things Your Salesforce Admin Needs You to Know
 
Getting started with Salesforce security
Getting started with Salesforce securityGetting started with Salesforce security
Getting started with Salesforce security
 
Workflow in Salesforce
Workflow in SalesforceWorkflow in Salesforce
Workflow in Salesforce
 
Adm 201 study group session 1 user interface kathy c
Adm 201 study group session 1   user interface kathy cAdm 201 study group session 1   user interface kathy c
Adm 201 study group session 1 user interface kathy c
 
Triggers and order of execution1
Triggers and order of execution1Triggers and order of execution1
Triggers and order of execution1
 
Axial force, shear force, torque and bending moment diagram
Axial force, shear force, torque and bending moment diagramAxial force, shear force, torque and bending moment diagram
Axial force, shear force, torque and bending moment diagram
 
Salesforce course-training-material
Salesforce course-training-materialSalesforce course-training-material
Salesforce course-training-material
 
Resume_Pranat Mishra
Resume_Pranat MishraResume_Pranat Mishra
Resume_Pranat Mishra
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security Model
 
Salesforce Traning Adm 201
Salesforce Traning   Adm 201Salesforce Traning   Adm 201
Salesforce Traning Adm 201
 
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
Salesforce interview-preparation-toolkit-formula-and-validation-rules-in-sale...
 

Similar to Approvals and workflow in salesforce

Approval process
Approval processApproval process
Approval process
mallareddy0107
 
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native FunctionalityDF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
Jennifer Phillips
 
SFDC useful approval_processes
SFDC useful approval_processesSFDC useful approval_processes
SFDC useful approval_processes
harikarans
 
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
Sergio Vargas
 
Aasonn ONB Admin Job Aid
Aasonn ONB Admin Job AidAasonn ONB Admin Job Aid
Aasonn ONB Admin Job Aid
Curtis Weldon
 
Release Management
Release Management Release Management
Release Management
Vyom Labs
 
ChangeManagementTraining
ChangeManagementTrainingChangeManagementTraining
ChangeManagementTraining
Michael Perry
 
Wielding Workflow
Wielding WorkflowWielding Workflow
Wielding Workflow
dreamforce2006
 
Acceptance Testing Practical Guideline.pptx
Acceptance Testing Practical Guideline.pptxAcceptance Testing Practical Guideline.pptx
Acceptance Testing Practical Guideline.pptx
Shaikh848892
 
Improved Approval Flow in Odoo 17 Studio App
Improved Approval Flow in Odoo 17 Studio AppImproved Approval Flow in Odoo 17 Studio App
Improved Approval Flow in Odoo 17 Studio App
Celine George
 
Teletrips Product Telework Management System 3
Teletrips Product Telework Management System 3Teletrips Product Telework Management System 3
Teletrips Product Telework Management System 3
erenard
 
Ame configuration process end to end
Ame configuration process end to endAme configuration process end to end
Ame configuration process end to end
erpnavin-11i
 
Project Pluto Will Adopt The Incremental Build Model Essay
Project Pluto Will Adopt The Incremental Build Model EssayProject Pluto Will Adopt The Incremental Build Model Essay
Project Pluto Will Adopt The Incremental Build Model Essay
Diane Allen
 
Assisit with devlopment.pptx
Assisit with devlopment.pptxAssisit with devlopment.pptx
Assisit with devlopment.pptx
TadeseBeyene
 
CA Cloud Service Management: Configuring Change Management
CA Cloud Service Management: Configuring Change ManagementCA Cloud Service Management: Configuring Change Management
CA Cloud Service Management: Configuring Change Management
CA Technologies
 
Acceptance Criteria as Requirements and Tests
Acceptance Criteria as Requirements and TestsAcceptance Criteria as Requirements and Tests
Acceptance Criteria as Requirements and Tests
Johan Hoberg
 
9 Trng6_Change_Management_CIT.pdf
9 Trng6_Change_Management_CIT.pdf9 Trng6_Change_Management_CIT.pdf
9 Trng6_Change_Management_CIT.pdf
RatheshPriyanK1
 
Cmsc 1215 ensuring a quality order management (3)
Cmsc 1215  ensuring a quality order management  (3)Cmsc 1215  ensuring a quality order management  (3)
Cmsc 1215 ensuring a quality order management (3)
Perficient, Inc.
 
Ensuring a Quality Order Management Implementation
Ensuring a Quality Order Management ImplementationEnsuring a Quality Order Management Implementation
Ensuring a Quality Order Management Implementation
Perficient, Inc.
 
Process builder
Process builderProcess builder
Process builder
Sneha Agrawal
 

Similar to Approvals and workflow in salesforce (20)

Approval process
Approval processApproval process
Approval process
 
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native FunctionalityDF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native Functionality
 
SFDC useful approval_processes
SFDC useful approval_processesSFDC useful approval_processes
SFDC useful approval_processes
 
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
Improving the Oracle JDEdwards Enterpriseone Workflow approval process in 9.1
 
Aasonn ONB Admin Job Aid
Aasonn ONB Admin Job AidAasonn ONB Admin Job Aid
Aasonn ONB Admin Job Aid
 
Release Management
Release Management Release Management
Release Management
 
ChangeManagementTraining
ChangeManagementTrainingChangeManagementTraining
ChangeManagementTraining
 
Wielding Workflow
Wielding WorkflowWielding Workflow
Wielding Workflow
 
Acceptance Testing Practical Guideline.pptx
Acceptance Testing Practical Guideline.pptxAcceptance Testing Practical Guideline.pptx
Acceptance Testing Practical Guideline.pptx
 
Improved Approval Flow in Odoo 17 Studio App
Improved Approval Flow in Odoo 17 Studio AppImproved Approval Flow in Odoo 17 Studio App
Improved Approval Flow in Odoo 17 Studio App
 
Teletrips Product Telework Management System 3
Teletrips Product Telework Management System 3Teletrips Product Telework Management System 3
Teletrips Product Telework Management System 3
 
Ame configuration process end to end
Ame configuration process end to endAme configuration process end to end
Ame configuration process end to end
 
Project Pluto Will Adopt The Incremental Build Model Essay
Project Pluto Will Adopt The Incremental Build Model EssayProject Pluto Will Adopt The Incremental Build Model Essay
Project Pluto Will Adopt The Incremental Build Model Essay
 
Assisit with devlopment.pptx
Assisit with devlopment.pptxAssisit with devlopment.pptx
Assisit with devlopment.pptx
 
CA Cloud Service Management: Configuring Change Management
CA Cloud Service Management: Configuring Change ManagementCA Cloud Service Management: Configuring Change Management
CA Cloud Service Management: Configuring Change Management
 
Acceptance Criteria as Requirements and Tests
Acceptance Criteria as Requirements and TestsAcceptance Criteria as Requirements and Tests
Acceptance Criteria as Requirements and Tests
 
9 Trng6_Change_Management_CIT.pdf
9 Trng6_Change_Management_CIT.pdf9 Trng6_Change_Management_CIT.pdf
9 Trng6_Change_Management_CIT.pdf
 
Cmsc 1215 ensuring a quality order management (3)
Cmsc 1215  ensuring a quality order management  (3)Cmsc 1215  ensuring a quality order management  (3)
Cmsc 1215 ensuring a quality order management (3)
 
Ensuring a Quality Order Management Implementation
Ensuring a Quality Order Management ImplementationEnsuring a Quality Order Management Implementation
Ensuring a Quality Order Management Implementation
 
Process builder
Process builderProcess builder
Process builder
 

More from mallareddy0107

Interview questions
Interview   questionsInterview   questions
Interview questions
mallareddy0107
 
Hr interview
Hr interviewHr interview
Hr interview
mallareddy0107
 
Governor limits
Governor limitsGovernor limits
Governor limits
mallareddy0107
 
Data migration
Data migrationData migration
Data migration
mallareddy0107
 
Coding standards
Coding standardsCoding standards
Coding standards
mallareddy0107
 
Sfdc Knowledge
Sfdc KnowledgeSfdc Knowledge
Sfdc Knowledge
mallareddy0107
 

More from mallareddy0107 (6)

Interview questions
Interview   questionsInterview   questions
Interview questions
 
Hr interview
Hr interviewHr interview
Hr interview
 
Governor limits
Governor limitsGovernor limits
Governor limits
 
Data migration
Data migrationData migration
Data migration
 
Coding standards
Coding standardsCoding standards
Coding standards
 
Sfdc Knowledge
Sfdc KnowledgeSfdc Knowledge
Sfdc Knowledge
 

Approvals and workflow in salesforce

  • 1. Approvals and Workflow in Salesforce Salesforce provides extensive support for implementation of workflow and approvals. 1. A queue can hold a predefined set of objects and consists of a set of users. Any of the queue members can pick up tasks assigned to the queue. Users or Queues can be owners of records. Approval processes Salesforce supports wizard based easy to configure approval process. After an object is selected, the wizard guides the user through a step-by-step setup. Approval process is triggered when a user clicks on the "Submit for approval" button. 2. The approval process consists of the following steps A. Process definition B. Initial submission actions C. Step definitions D. Final Rejection actions E. Final Approval actions F. Final Recall actions 3. The Process Definition step consists of the following sub-steps: A. Provide the name of process B. Specify entry criteria for records C. Specify who is going to approve D. Specify email template E. Fields to be displayed in the approver page F. Specify who is going to send approval mail 4. Workflow rules are like triggers. Action is triggered when a record meets an evaluation criteria. Workflow rules definition does not impact existing records. Workflow rule gets applied to new record creation or edits.
  • 2. 5. Workflow rule consists of three steps A. Select the object B. Specify evaluation criteria (when should the workflow rule be executed, example for new records are created) C. Define rule criteria (example when status of job applicant is approved) 6. Workflow actions can include sending an email, setting values to fields, sending an external message or creating a task. 7. There are two differences between Workflows and Approval process Workflow Approval process They are activated when a record is saved. approval process are triggered by explicitly clicking the "Submit for Approval" button. Workflow consists of single step and single action Approval process consists of multiple steps. Also different action is taken based upon whether the record is approved or rejected. Workflows can be modified or deleted. In approvals some attributes cannot be modified. Processes must be deactivated before approvals can be deleted. 8. Time-based workflow allows action to be triggered after a delay. As an example we could implement following business logic using time-based workflow: In a recruitment application if for no high priority position no candidates are assigned in a week, then send a mail to Recruitment Manager. 9. Time-based workflow cannot be executed when evaluation is set to "Every time a record is created or updated". 10. Approval processes can be single or multiselect process. Multi-select processes require end user authorization for record promotion.
  • 3. 11. Approval process is unique for object type. 12. 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. 13. Possible actions of workflow and approval process are A. Creating a task B. Sending a message to external system (outbound message) C. Updating a field value D. Sending an email E. Locking a record 14. Outbound message helps keeping salesforce coordinated with other applications. 15. 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. 16. Process Visualizer provides Read only visual of an Approval process. It can be accessed by clicking on “View Diagram” button.