11. Automating Business Processes with Approvals

Question 1

What is an Approval Process?

Answer 1

Approval processes are single- or multi-step processes that require end-user authorization for record promotion.

Question 2

Compare Workflow & Process Builder with Approval Processes.

Question 3

What is meant by Skipping Steps?

Answer 3

• A skip step is a step that has criteria defined to determine whether or not this approval step is required.
• In approval processes that have steps that are optional depending on criteria, use the skip step feature.
• To skip steps, use filter criteria or formula, then choose what should happen to records that do not meet the criteria. The options are:

– Go to Next Step (skips this step and goes to the next step).

– Approve Record (approves the request and performs all final approval actions).

– Reject Record (rejects the request and performs all final rejection actions).

Question 4

What do Approvers See?

Answer 4

Depending on Org setup and user settings they can see:
• Email
• Mobile App
• Approval Requests tab
• Notifications list (bell icon)
• Lightning Home Page (Items to Approve component)
• Record detail page (Approval History related list)

Question 5

What are Parallel Approvers?

Answer 5

• With parallel approvers, a record can be sent for approval to up to 25 different users simultaneously.