How To Create Approval Process In Salesforce

Dec 16

Approval Process In Salesforce

December 16, 2019

Approval Process in Salesforce
- What is Approval Process in Salesforce?
- Salesforce Approval Process
- Approval Process Example
- Build Approval Process
  - Planning
  - Create Approval Process
  - Approval Actions
- Email to approve the request
- Difference between workflow rule and approval process

Approval Process in Salesforce

What is Approval Process in Salesforce?

Approval Process in Salesforce is an automatedprocess that automates how Salesforce records are approved in your org. 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.

For example, when an employee creates a time-off request, have Salesforce automatically sends an approval request to the employee's manager.

Salesforce Approval Process

Here is list of steps for approval process in salesforce :

Setup -> Create -> Workflow and Approval -> Approval Process
Select object for approval process to be written
Click on Create New Approval Process
Select Standard Setup Wizard from drop down
Enter the Process name, Unique Name and description for your process
Specify Entry criteria

Approval Process Example

Here is list of sections to be configured in salesforce approval process:

Process Definition Detail – Approval Process Header level details like name, email template etc.
Initial Submission Actions – It will be executed when the user clicks on 'Submit for Approval' on the object record.
Approval Steps – Details of Steps criteria and the approvers
Final Approval Actions – It will be executed after all the approval process steps have been approved.
Final Rejection Actions – It will be executed if one of the approval process steps have been rejected.
Recall Actions – It will be executed if one of the approval process steps have been recalled.

Build Approval Process

Let's build an approval process where the sales manager approves opportunities where the total opportunity amount exceeds 500K. The opportunity should reflect its approval status: Approved or Not Approved.

Planning

Make sure you preplan before you start configuring the Approval process in salesforce because this will help you design the approval process in the most optimized ways. Preplanning includes of:

creation of required fields
Identify the object for the Approval process
Email Template
Final Approval Actions like unlock record or change the status of the record

In this example, we would need below:

In Order to…	We Need…
Track each opportunity's approval status	Custom field (Opportunity)
Request approval from managers when an opportunity total Amount is more than 500K	Approval process (Opportunity)
Notify managers when an opportunity amount needs approval	Email template
When managers respond, update the opportunity's approval status	Approval actions (Field Update)

Create Approval Process

Login to Salesforce however you can ignore this step if already logged in.
Navigate to Setup and search for 'Approval process' in Quick find or navigate to 'Create'->Workflow & Approvals -> Approval Process
For Manage Approval Processes For, selectOpportunity
Click .
The Jump Start Wizard helps you create a simple approval process by making some decisions for you.

Configure the approval process. Salesforce Approval Process

Field	Value
Name	`Approve Opportunity Amount`
Approval Assignment Email Template	`Approve Opportunity Amount`
Specify Entry Criteria	Opportunity: Opportunity Amount greater than 500K
Select Approver	Let the submitter choose the approver manually

Save the approval process.
ClickView Approval Process Detail Page.

Under Final Approval Actions, click , and configure it with these values. Salesforce Approval Process Field Update

Field	Value
Name	`Approved`
Field to Update	Approval Status
A Specific value	Approved

ClickSave.

Under Final Rejection Actions, click , and configure it with these values.

Field	Value
Name	`Not Approved`
Field to Update	Approval Status
A Specific value	Not Approved

ClickSave.

Great job! Your Approval Process has been successfully configured.

Approval Actions

We used only 'Field Update' in our above example. I would like to explain more regarding Approval Actions like Final Approval Actions, Final Rejection Actions which consists of :

Task – If a task is selected then the user can insert a task for a record so for our example on Opportunity once the approval process has been approved/rejected.
Email Alert – If an Email Alert is selected then the user will be notified via email once the approval process has been approved/rejected.
Field Update – You have already seen an example in the above but again, the system will update the field to the mentioned value once the approval process has been approved/rejected.
Outbound Message – This will help notify 3rd Party systems. Think for a scenario where you want to notify the backend system or provisioning system on the approval results so for example once orders are approved start generating the bills then this will help you to achieve the requirement.

Approval Process Actions salesforce

Email to approve the request

We can set the approval process via Email, to enable email approval response use following steps

Setup -> selectProcess Automation Settings -> select the Enable Email Approval Response checkbox, and clickSave.

While responding to an approval request, some words can be used in the first line with periods or exclamatory marks. The words likeApproved, Approve, Yesused for approval whileReject, Rejected, No used for rejection.

Difference between workflow rule and approval process

Workflow triggers automatically on any DML action like Insert, Update. It consists of a single step or a single action to continue the process and workflow triggers are not visible to user.

The approval process consists of multiple steps and should be approved by different users at a specific level. It may include rejection also.

For more details on the approval Process, please refer to trailhead salesforce.

Happy Learning 🙂

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