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Showing posts from December, 2016

Approval Process

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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