Workflow approval process.

 1. what is workflow approval process.

 2.when to use approval process
 3.How to use approval process.
 4.Points to consider with approval process.
 5.create an approval process by jump start and
standard wizard.
Differences b/n workflow and
approval process.
Workflow. Approval Process.
1.Workflows are 1.Approval process are executed
executed only only when we click on
when the “SUBMIT FOR APPROVAL”
record is button.
saved. 2.It consists of multiple steps
2. It consists of and also different action is
single step taken based upon whether
and single the record is approved or
action. rejected.
Approval Process.
Before knowing how to create approval process both
actions will be happened, either the record gets
accepted or it is rejected.

Few things which defines approval process:

1. Objects.
2. Criteria.
3. Approver.
4. Actions. a. Submitted
b. approved
c. rejected
Create an approval process by
jump start and standard wizard.
Jump start wizard.
 It is useful for simple
approval process with a single
step.
 It is used to create an
approval process quickly by
allowing sales force to
automatically choose some
default options for you.
Standard wizard.
 It is useful for complex
approval process.
 It consists of set up wizard
that allows you to define your
process and another setup
wizard that allows you to
define each step in process.
Approval process
 Assigned approver: The assigned approver is the
user responsible for responding to an approval request.
 Delegated approver: A delegated approver is a user
appointed by an assigned approver as an alternative for
approval requests.
 E-mail approval response: E-mail approval response
lets users respond to approval requests by replying to
an e-mail notification.
Approval process
 Initial submission actions: An initial submission
action occurs when a user first submits a record for
approval.by default, the record is locked.
 Final approval actions: final approval actions occur
when all required approvals have been given for a
record.
 Final rejection actions: A final rejection action
occurs when an approver rejects the request and it
goes to the final rejection state.
Approval process
 Recall actions: A recall actions occurs when a
submitted approval request is re-called.by default the
record is unlocked.
 Record locking: It prevents users from editing a
record, regardless of field-level security or sharing
settings. by de-fault, sales force locks the records that
are pending approval.
Workflow approval process.
 Definations:
 1: workflow: workflow rules are automated
process to send an e-mail alerts, assign task,
update fields and outbound message on certain
criteria.
 2: Approval process: An approval process is an
automated way of submitting a record for
approval.