• Salesforce® Discussions

  When to use Approval Process In Salesforce?

  Posted by Kirandeep on September 11, 2020 at 2:53 PM

  When to use Approval Process In Salesforce?

  Aditya replied 5 years, 8 months ago 2 Members · 1 Reply
• 1 Reply

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  Aditya

  Member

  September 12, 2020 at 8:12 PM

  1. he steps necessary for a record to be approved and who approves it at each step. For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager.
  2. The actions to take based on what happens during the approval process.