Describe the basics of the Workflow Approval Process


  1. User submits record for approval. There is no method for automatic approval submission.
  2. Does this record match the criteria for any approval processes on this object?
    If yes –> Step 3
    If no –> Reject
  3. Perform initial submission actions
    This will always include locking the record so that no further changes can be made until the approval process is finished.
    This can also include other workflow actions.
  4. Record enters approval steps.
    Appropriate parties must approve/deny record.
  5. One of 3 approval process completions occurs. In addition to locking or unlocking the record, each of these completions can has its own set of additional workflow actions. Approval. Record is approved by all parties. The record is locked by default. Rejection. Record is rejected by any part. The record is unlocked by default. Recall. Record is recalled by submitter. The record is always unlocked.

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I am Sakthivel Madesh, a certified Salesforce Advanced Developer & Administrator working on Salesforce Technology since 2011. I am currently working in Techforce Services as Sr. Salesforce Developer. I have worked on multiple technologies Like PHP, Java, Salesforce, I am very passionate about Salesforce and to earn 15x Salesforce Certification. I love Trailhead for learning Salesforce Skill and Become a Trailhead 5x Ranger too. I Love to Learn & Share my Salesforce knowledge to Salesforce Learners/Beginner using My Blog and Salesforce Community.

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