Describe the capabilities of and use cases for approval processes.
Approval processes specify a sequence of steps required to approve records in Salesforce. Each approval step defines the criteria a record needs to meet before moving to the next step, and which user can approve or reject the record.
Additionally, each step specifies to which user the approval request is assigned to, and whether delegated approvers can respond to the request.
In addition to defining criteria to move to the next step and assigning requests to users, automated actions can be created on approval steps, initial submission, final approval, final rejection, and recall. Approval processes support four automated actions.
|Task||Assigns a task with subject, status, priority, and due date to a selected user.|
|Email Alert||Sends an email to a selected recipient using an email template.|
|Field Update||Changes the value of a selected field to a specific value or formula expression.|
|Outbound Message||Sends a message with user, session and record data to a designated integration endpoint.|
Approval processes can be visualized with the standard Process Visualizer tool. This tool automatically generates a graphical representation of approval processes.