Approval Processes

Salesforce approval workflows — multi-step approvals, routing, actions, and integration patterns.

Topics Covered

• Approval Process Setup — Entry criteria, approval steps, approver assignment
• Approval Actions — Initial submission, approval, rejection, recall actions
• Routing — Hierarchical approvals, queue-based routing, jump-to steps
• Email Alerts & Field Updates — Notification templates, status tracking
• Apex Integration — ProcessSubmitRequest, ProcessWorkitemRequest, approval history queries