4.dev meetup2 approval_process_d_skrakovsky
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Approval Processes
Dmitry Skrakovsky
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What is the Approval Process?
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.
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Diagram
Multimedia Record Submitted for Approval
Initial Submission Actions Occur
Final Approval
Action
Final Rejection
Action
Accepted
Accepted Rejected
Rejected
Approval Step 1Approver:
Administrator
Approval Step 2Approver: Historian
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An approval process includes the following elements:• A name and description to distinguish it from other approval processes• Entry criteria if you only want records with certain attributes to be
included• A designated user who can approve requests• Settings to specify who, if anyone, can change a record once it has been
submitted for approval• Any number of steps that determine the sequence of actions to take when
a record matches the criteria. Each step can have up to 40 actions, 10 of each type: email alerts, field updates, tasks, and outbound messages.
• Up to 40 additional actions that occur when a record is initially submitted• Up to 40 additional actions that occur when a record is approved• Up to 40 additional actions that occur when a record is rejected• Up to 40 additional actions that occur when a record is recalled
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For Enterprise, Developer, and Unlimited Editions, each approval process can have up to:
15 steps per process 25 approvers per step
Each organization can have up to:
500 approval processes per object 1,000 processes per organization
Each approval process can have:
40 immediate actions
Immediate actions:
10 email alerts 10 tasks 10 field updates 10 outbound messages
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