Book Image

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
Book Image

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

Overview of this book

Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Approval process


In the time we spend at the office, we are all confronted with processes that require approvals. An approval can be for a leave application from your manager. For a few organizations, an approval can be for expenses or orders. Here, an expense, order, or leave is a record in our object (either standard or custom) for which we need approval.

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 meet certain administrator-defined criteria. An approval process also specifies the actions to be taken when a record is submitted, approved, rejected, and recalled. Let's configure an approval process for a business problem that says for all merchandise with a price of $50 and above, approval is required from the manager but if the price is over $5,000, the approval needs to be from a Vice President (VP). Let's assume we will use a standard wizard...