Notes
An approval process automates how Salesforce records are approved in your org. In an approval process, you specify:
- The 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.
- The actions to take based on what happens during the approval process. For example, if a time-off request is approved, update fields on the employee’s record. But if the request is rejected, send a notification to the employee.