Approval Process Terminology in Salesforce.

Approval Process Terminology in Salesforce.

• Approval Request: An approval request is an email notifying the recipient that a record was submitted for approval and his or her approval is  requested.

• Approval Steps: Approval steps assign approval requests to various users and define the chain of approval for a particular approval process.

– Each approval step specifies the attributes a record must have to advance to that approval step, the user who can approve requests for those records, and whether to allow the delegate of the approver to approve the requests.

– The first approval step in a process also specifies the action to take if a record does not advance to that step.

– Subsequent steps in the process also allow you to specify what happens if an approver rejects the request.

• Assigned Approver: The assigned approver is the user responsible for approving an approval request.

• Initial Submission Actions: are the actions that occur when a user first submits a record for approval.

– For example, an initial submission action can lock the record so that no users can edit it during the approval process.

– Initial submission actions can also include any approval actions such as assigning a task, sending an email, or updating a field.

• Final Approval Actions: are the actions that occur when all approval requests for a record are approved.

– Final approval actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.

– For example, a final approval action can change the status to “Approved” and send a notification email.

• Final Rejection Actions: are the actions that occur when all approval requests for a record are rejected.

– Final rejection actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.

– For example, a final rejection action can change the status to “Rejected”, send a notification email, and unlock the record so that users can edit it before resubmitting.

• Record Locking: is the process of preventing users from editing a record regardless of field-level security or sharing settings.

– Records that are pending approval are automatically locked by Salesforce.

– Users must have the “Modify All Data” permission to edit locked records.

– The Initial Submission Actions, Final Approval Actions, and Final Rejection Actions related lists contain a record lock action that you can edit if necessary

• Outbound Messages: send the information you specify to an endpoint you designate.

– You can set up workflow rules and approval processes to send outbound messages to an endpoint as a means of getting information to an external service.

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