Approval Process

Question 1

What is an Approval Process?

Answer 1

An automated process implemented to approve records in Salesforce.

Anytime you need to automate something where users need to approve or reject something , the approval process is the way to go.

Question 2

Is an Approval Process single step?

Answer 2

No, it can be single step or multi step.

Question 3

Can you create an Approval Process without assigning an approver?

Answer 3

No, the Approver must be set for the Approval Process.

Question 4

Can users choose who the is Approver?

Answer 4

Yes

Question 5

What happens if there are multiple Approvers?

Answer 5

You can then specify if either the First Response of Approved or Rejected is used or if all Approvers must agree Unanimously.

Question 6

Where can Approval request be sent?

Answer 6

Users or Queues

Question 7

Who can be selected as the approver for approval processes?

Answer 7

Assign based on a Hierarchy

Select a specific User or Related User