Author: zeusexam

Creating an approval process To begin creating a new approval process, go to Setup | Process Automation | Approval Processes, select the object type (Opportunity), click the Create New Approval Process button, and select User Standard Setup Wizard: the Jump Start Wizard will take care of some default options for you. For more information about…

There is no one-size-fits-all solution, so it is up to how you want approvals to work for your org. You should be very careful when using the record lock permission, as when a record is locked, no workflow, process builder, or trigger can modify that record until and unless we unlock the record itself. For…

Creating approval steps Approval steps define the number of levels of approval and the users who should handle the approval. To sum our example up again, we have two tiers of approval (one for the direct manager and one for the CEO) with two users needed to handle the request (the current user’s manager and…

This step selects the user who will be accepting the approval request, and can be set to the following: When you select Automatically assign to approver(s), the form will show newly available configurations: Select approvers on the approval step wizard By selecting more than one approver, you can even decide whether the decision should be…

Adding actions to approvals The approval process flow can be seen from the Approval History related list, but it would be cool to have a way to make modifications to the record when approval stages are passed. In our scenario, we want to update a custom opportunity field named Approval Status, a simple picklist defined…

Using approvals Let’s test our new approval. But before this, let’s create a workflow rule on the Opportunity object that resets the Approval Status field if the amount field is updated, as shown in the following screenshot: Workflow rule to reset the approval status on the opportunity record Note that the rule criteria is ISCHANGED(Amount),…

Limits and considerations Like any other platform feature, approval processes come with limitations (with great powers come great responsibilities, after all!). The following limits refer to the winter 2020 platform release: Approval submission is a manual operation. The user must click the Submit for Approval button to start the approval, but with a process builder…

Lightning Process Builder We can bring workflow rules to a new level with the Lightning Process Builder, a point and click tool that was made to easily automate business processes using a modern and intuitive graphical designer. Each Process Builder is made up of certain criteria based on a specific Salesforce object and is used…

Shaping a Process Builder To create a new Process Builder, perform the following steps: Creating a new Process Builder Apart from the Process Name and API Name (which cannot be updated after creation), the process trigger event (which event the process should start on, that is, The process starts when* picklist in the preceding screenshot)…

Trigger selection In the previous section, we looked at the Process Builder designer and all the blocks that we need to create a new instance of a Process Builder. The first step is creating a triggering condition. To do so, we need to use the + Add Object button to open up the triggering conditions…