Streamlining your approval process – approval processes
An approval process in Salesforce is an automated process for your organization that can be used to approve records in Salesforce. Here, you can specify what happens when records are approved or rejected based on your business requirements. Once you implement an approval process, your business can run more efficiently. Similar to the workflow rule of sending an e-mail alert or field update, or assigning a task based on the requirement, an approval process will take care of your business one step ahead. With this, you can define the sequence of steps that are essential to be approved for a record.
Let's start with an example. Whenever any NGO registers for a booth for any event, it must be first approved by the VP marketing (Sagar Pareek) and then CEO (Rakesh Gupta) of Appiuss and the record creator can submit the record for approval; once the record is approved or rejected, the picklist value will be updated at the approval stage.
