Service Application. MVC Architecture. MVC Architecture in Salesforce. Approval Process Approval Process in Salesforce is an automated process that an organization uses to approve records in Salesforce. There are 2 options to set the criteria: As a condition where criteria are met.
As a formula that evaluates to true. Note: If we do not select Manager Field or any hierarchal field of user record at the time of approval process definition then the automated approval routing for any approval step in this process will not be enabled. Actions in the Approval Process: There are 4 actions present except the approval steps which completes an approval process, following are: 1. Initial Submission Actions: Initial submission actions are the actions that occur when a user first submits a record for approval.
Final Approval Actions: Final Approval actions are the actions that occur when a record is approved from all the approval steps. Final Rejection Actions: Final Rejection actions are the actions that occur when a record is rejected from any of the approval steps.
Recall Actions: Recall actions are the actions that occur when a record is recalled after submission for approval. Approval Steps: The approval process consists of one or more than one approval steps.
Approvers of approval step can be: Manager Field of user record or any other hierarchal field. Submitters can also choose manually the approver of that step. The record can automatically be assigned to a queue for approval. Or we can set a particular user or a queue for a particular approval step. Any of the approver if approves the record it is considered to be approved. If any of the approves rejects the record it is considered to be rejected. Note: Once an approval process is activated no more steps can be added into it.
Time to deploy your approval process… You should see an upload successful notification Jump into your live production org 1. Click on the name of your change set 4. Need help deploying approval processes in Salesforce? Complete the form below with a brief description of your project and one of our UK based certified Salesforce consultants will get back to you within 3 hours.
I agree to our Privacy Policy optional. Like it? Will there be multi-level approval based on role hierarchy for example, if some decisions require escalation and should be made only when given the permission of the top manager or CEO?
Do you need any automatic notifications when a request is created or when its status changes from Pending to Approved, Rejected, Recalled, etc? What happens to the request after it is approved, rejected or recalled i. Do you need any additional functions e. Which Elements Comprise the Approval Process Last but not least, keep in mind that most approval processes include the following set of elements: the object on which the approval process is requested f.
Opportunity, Custom Object , custom fields that should be filled out e. Preparation Stage Step 1: Planning a Answering questions Which users or user roles should be allowed to submit requests for approval? Which fields should be mandatory for creating the approval request?
Selecting the type of accessory for the giveaway should be obligatory the requested freebie for the client can be: tires, rubber car floor mat sets, a baby car seat, a car seat massage cushion or a mini portable car fridge. Also, the sales rep should always leave a comment. When can a request be submitted should there be restrictions? Who will be responsible for approving the request? Will there be multi-level approval? Should there be any additional restrictions for the actions of submitters or designated approvers?
What happens to the request after it is approved or rejected? Do you need any additional functions? Who can create such requests: only Sales Team users. Who can approve such requests: the Head of Sales or his deputy. Now your main menu has a new tab! Step 3: Email Templates for Notifications The next step of the preparation stage prior to setting up the approval process is creating customized email templates for the notifications. Step 2: Indicating Initial Submitters Continue the setup process by indicating who can create requests , to a certain extent, this deals with data accessibility.
Step 5: Setting up Final Approval Actions Now we need to configure which actions should take place when a Giveaway request is approved. There are two things to set up: 1. Step 7: Recall Actions The last section of the Approval Processes Giveaway Approval page deals with the automatic actions that are needed in case a submitter changes their mind about the sent request.
Magento tips from real projects. In this example, a user submits a request for a new position in a company. When a user first requests approval for a new position, initial submission actions occur.
The default initial submission action locks the record. Other possible submission actions include sending an email alert, updating a field on a record, creating a task, and sending an outbound message. Approval steps assign approval requests to various users and define the chain of approval for a particular approval process. In this example, the first step assigns the approval request to the submitter's direct manager.
If the direct manager approves the request, the record moves to the next step—approval from the CEO. If the CEO rejects the position, the same final rejection actions occur. If the CEO approves the position, final approval actions are executed. They set the approval status to Approved , unlock the record for future updates, and notify the employee who requested the new position. Final approval actions occur only when a record is approved and there are no further approval steps.
Plan out your business process before you try to automate it.
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