Introduction
An approval process in Salesforce CRM is an automated mechanism that you can set up to automate and control the approval of records within your organization.
Approval processes contain a structured set of steps that are used to facilitate the review and action of records that match a specified criterion where approval is required. The approval process also allows you to specify which users are to approve the record at each step.
Each step of an approval process can apply to either all records within the process or specified records that have certain field values.
The building of approval processes involves setting the actions that are to be taken after the record is first submitted, approved, rejected, or recalled from the approval process. The setup of an approval process also allows you to selectively lock the record during the process.
Approval processes provide you and your organization with a powerful mechanism to help manage the authorization of record data by one or more...
