Sample Classic Approval Processes

Review samples of common classic approval processes to help you get started creating your own.

Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.

• PTO Requests Classic Approval Process Example
  Most companies require employees to file a PTO (Paid Time Off) request and have their manager approve it. In three phases, here's how to automate a simple one-step PTO request process using Salesforce Classic Approval Processes.
• Expense Reports Classic Approval Process Example
  If your company requires that employees file expense reports for managers to approve, you can automate this process in Salesforce.
• Discounting Opportunities Classic Approval Process Example
  Opportunities that are discounted more than 40% require a CEO approval. Use this example to create a one-step classic approval process.
• Job Candidates Classic Approval Process Example
  When your company interviews candidates for a position, you can have several levels of approval before you can send an offer letter. Use this example to create a three-step classic approval process that requires approval from multiple management levels.