After workflow rules, another important member of the process automation family is approval processes. They are a way to define criteria to decide whether Salesforce users can submit a record for approval to managers and automatically apply the required actions depending on whether the record is approved or rejected. Think of a sales VP who needs to explicitly approve discounts applied to opportunities if they exceed 10%, or an HR manager who needs to approve employees' expense logs. This can all be done through approval processes.
In this chapter, we'll learn about the following:
- Setting up approvals
- Using approvals
- Limits and considerations when using approvals
