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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

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Approval process

An approval process in Salesforce CRM is an automated mechanism that you can set up to process the approval of records within your organization.

Working with approval processes involves the creation of a structured set of steps to enable the sign-off of specified records that must be approved, along with specifying which users must be set to approve it at each of the steps. Here, each step can apply to all the records within the process or specified records that have certain field values. The building of approval processes also requires the setting of the required actions to be taken after the record is either first submitted, approved, rejected, or recalled for approval.

Approval processes are similar to workflow rules in the sense ...

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