Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Introducing Process Builder
Process Builder: A Closer Look
Automating Our Recruiting App
Creating a Process That Assigns Tasks
Creating a Process That Updates Field Values
Adding an Action That Sends Email Alerts
Introducing Approvals
Planning for Approval Processes
Try It Out: Create an Email Template for Approvals
Try It Out: Create an Approval Process
Try It Out: Create Approval Steps
Try It Out: Create Approval Actions
Try It Out: Activate Our Approval Process
Look At What We've Done
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Planning for Approval Processes

In most cases you'll find that you have to do a little advance planning before implementing an approval process on your own. The checklist available from “Set Up an Approval Process” in the Salesforce Help outlines the things that you should think about and the components you should build before diving in.

For this approval process, the only preliminary step we need to do is define an email template that can be used to notify the designated approver that he or she has a pending approval request.

Beyond the Basics

If Chatter is enabled for your organization, your users can receive approval requests as posts in their Chatter feed. You can also customize the way approval requests appear in the feed by creating post templates and associating them with your approval processes. For more information about how this works, see “Where Do Approval Request Posts Appear?” in the Salesforce Help.

Since we turned on notifications for Salesforce, your mobile users can receive in-app and push notifications when someone submits a record for approval. Individual users can opt in or out of approval request notifications in both email and the Salesforce app via the Receive Approval Request Emails user field. For more information, see “Approval User Preferences” in the Salesforce Help.