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Approval Processes

An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

This is the primary resource page for learning all about approval processes.

Recommended Approval Processes Learning Path

  1. Establish Business Logic
  2. Workbook (Tutorial #5)

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