An approval process in Salesforce CRM is a mechanism that you can set up to process the approval of records within your organization. Working with approval processes involves the creation of a structured set of steps to enable the sign-off of specified records that must be approved, along with specifying which users must be set to approve it at each of the steps.
As part of the configuration and results path, approval processes requires the setting of the following actions to be taken for the records within the approval process:
- Submitted for approval
- Approved
- Rejected
- Recalled from approval
Approval processes are similar to workflow rules in the sense that they can invoke the same key actions; however, there are significant differences between workflow rules and approval processes, as detailed in the following table:
| Key difference area | Description |
| Invoking... |
