Activity Forums Salesforce® Discussions When to use Approval Process In Salesforce? Reply To: When to use Approval Process In Salesforce?

  • 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.