Approval Process
Salesforce: Approval Process - Who can approve ? To build an approval workflow in Salesforce is simple, since Salesforce provide Approval Processes . You can find this under Setup - Create - Workflow & Approvals - Approval Processes . In early blogs, we have discussed about Serial and Parallel Approval in Salesforce, in this blog, we would like to discuss in depth option of users can approve? Manager Approval In the approval process Step 3. Specify Approver Field and Record Editability Properties , there is option to determine next automated approver. Notice that Next Automated Approver Determined By is not a mandatory field here. Option available here: Manager - a standard field in user object and has no relation with Role Hierarchy All custom fields in user object with type = Hierarchy - in above sample: Boss and Sales Director. If you select Manager as in above screenshot, when you set up Approval Step, in Step 3. Select Assigned Approv