Thursday, October 23, 2014

Approval Process Checklist in Salesforce.

Approval Process Checklist in Salesforce.

Use the following checklist to plan your approval process:
– Prepare an Approval Request Email
– Determine the Approval Request Sender
– Determine the Assigned Approver
– Determine the Delegated Approver
– Decide if your approval process needs a filter
– Decide initial submission actions
– Decide if users can approve requests from a wireless device
– Determine if users can edit records that are awaiting approval
– Decide if records should be auto-approved or rejected
– Determine how many levels your process has
– Determine the actions when an approval request is approved or rejected


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