Approval Process for Licensing and Permitting

Salesforce business automation tools and processes streamline review and approval workflows, such as for license and permit applications. Automated approval processes help ensure that applications are approved consistently and accurately, that approval steps are routed quickly and seamlessly to reviewers, and that opportunities for errors are minimized.

First, create a path to guide reviewers through your approval process. Paths provide a visual representation of each step of the approval process, based on application statuses.

Then, create a queue to distribute and assign submitted applications to the next available reviewer, and create an approval process that includes the steps to complete to approve a submitted application.

Finally, show reviewers items that are waiting for approval in a convenient component, and give reviewers quick access to useful information on application record pages by configuring the Hierarchical View component.

Note Some tools and processes in the application approval workflow require record types for license applications. Before continuing, make sure that you've created them. See Create Record Types for License and Permit Applications.

• Create a Path for Application Approvals
  Keep reviewers focused and on task by creating a path for application approvals in Public Sector (formerly Public Sector Solutions).
• Create a Queue for Application Reviewers
  Share the workload by creating a queue so that reviewers can access applications that are ready to be processed in Public Sector (formerly Public Sector Solutions).
• Create an Approval Process for Applications
  Create an approval process to automate the review of licenses, permits, and other applications in Public Sector (formerly Public Sector Solutions).
• Show Reviewers a List of Items to Approve in Public Sector
  Add the Items to Approve component to a Lightning page so that reviewers can quickly find and act on approval requests.
• Give Reviewers a Unified View of a Business or Applicant’s Records
  Give users a complete view into the records that are related to a license or permit application, a public complaint, or an account by using the Hierarchical View component.
• Create an Email Template with a QR Code for a Business License or Permit
  Create an email template that includes a QR Code that someone can scan to see their business license or permit.
• Manage Approvals in Public Sector
  Respond to approval requests and understand how to manage the stages of an approval process.