The workflow rules and approval process feature within the Salesforce CRM application allow you to automate and streamline key business processes for your organization.
Workflow rules can be used to capture key business processes and events to generate automated actions. They allow you to configure various types of workflow actions to fire based on the field or fields of the record, which meet predefined conditions. Workflow actions can be set to run as soon as the predefined condition has been met or they can be set to run after a specified amount of time has elapsed.
Approval processes are manually-invoked mechanisms for a given record that use entry criteria and one or more steps that are used to allow one or more approvers to approve or reject the record.
They can range from simple, single steps to complex, sophisticated routing to provide...