Summary

In this chapter, we learned what approval processes are and the use cases for building approvals into our business processes. We learned how to create an approval process and define the entry criteria and select an approver. We also learned how to view approval steps, as well as add various actions based on submitting, approving, rejecting, and recalling the record.

With the use of these skills, you should be able to come up with checks and balances that control various aspects of the business process flow, as well as apply technical solutions for the approval-related requirements that come from your users. In the next chapter, we will look at a different automation tool available in Salesforce, assignment rules.