Review samples of common approval processes to help you get started creating your own.
Sample Approval Process: PTO Requests 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.
Sample Approval Process: Expense Reports If your company requires that employees file expense reports for managers to approve, you can automate this process in Salesforce. Use this example to create a two-step expense report approval process for all employees in your headquarters office. It specifies that expenses less than $50 are automatically approved, expenses $50 and over require manager approval, and expenses over $5,000 require additional approval from two VPs. This example highlights a parallel approval process and the “else” option.
Sample Approval Process: Job Candidates When your company interviews candidates for a position, you may have several levels of approval before you can send an offer letter. Use this example to create a three-step approval process that requires approval from multiple management levels.