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Create Approval Process - (BCA / B.Tech)

What is an Approval Process in Salesforce?

In Salesforce, an Approval Process is an automated process that organizes the approval or rejection of a record. It is typically used for important business processes where a record needs to be approved by one or more individuals before it can move forward.

How to create an Approval Process in Salesforce:

Plan for the Approval Process (select object, decice approvers, set criteria).
Go to Setup > Approval Process.
Select the object and create a new approval process using the wizard.
Set up the approval steps, criteria, and approvers.
Set up email notifications and final approval/rejection actions.
Activate the approval process.

Create Approval Process

What is an Approval Process in Salesforce?

In this Chapter