Streamlining your approval process – approval processes

An approval process in Salesforce is an automated process for your organization that can be used to approve records in Salesforce. Here, you can specify what happens when records are approved or rejected based on your business requirements. Once you implement an approval process, your business can run more efficiently. Similar to the workflow rule of sending an e-mail alert or field update, or assigning a task based on the requirement, an approval process will take care of your business one step ahead. With this, you can define the sequence of steps that are essential to be approved for a record.

Let's start with an example. Whenever any NGO registers for a booth for any event, it must be ...

Get Salesforce.com Customization Handbook now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.