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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