Approval Process in Salesforce

Approval Process:

Approval Process in Sales force is an automated mechanism that we can set up to process the approval of records with in organization. Approval process enables to specify which user is to approve the record . When working with  Approval process in salesforce crm requires some settings after  he record is either, first submitted, approved, rejected or recalled for approval. Approval Processes and workflow are similar as both have same actions. we have already studied about actions in workflows .

Approval Processes are very important for an Organization because it plays powerful mechanism to control an internal process that to be completed as part of a business process. We must carefully plan Approval processes step by step before  creating approval process in salesforce crm.

Important Steps to be taken before configuring Approval process in Sales force.

• Determine how many number of steps and how many number of levels your approval process has.
• Use Microsoft Visio to map out the process.
• Determine the process of Approving the record. Ex. approval through Email or by any other process.
• It is better to create an Approval request e-mail template which is used during approval process.
• Determine who is the approval request sender.
• Determine who will be the assigned approves.
• Determine delegated approver.
• Choose what will be the initial submission action.
• Determine that the user can edit the record that are waiting for Approval.
• Determine that the record is automatically approved or not.
• Determine that which action is to be taken when an approval request is Approved or rejected.

In creating Approval Processes we have follow 7 steps. Understand each and every step clearly.

Navigation to Approval Process====>

Setup=>Build=>Create=>Workflow & Approvals=>Approval Processes=>New
                                                     
                                                          |--------1.Jump Start Wizard
Step1---->Select Approval Wizard----
                                                          |--------2. Standard Setup Wizard

Step2----->Enter Name, Unique Name and Description---->Next

Step3----->Selecting Approver Field and Record Editability Properties.

Step4----->Select Email Notification Template.

Step5----->Select Fields to display on Approval page layout.

Step6----->Specify Initial Submitters

Step7----->Save.

Creating Approval Steps:

Setup=>Build=>Create=>Workflow&Approvals=>Approval Processes=>

Select Existing Approval Process=>Approval Setup=>New

Step1---->Enter Name,Unique Name,Description and Step Number

Step2---->Next=>Next

Step3---->Select Assigned Approve where we choose to approve the record.

Step4---->Save.