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Automate Your Business Processes
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            Groups of Automated Actions in a Classic Approval Process

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            Groups of Automated Actions in a Classic Approval Process

            Each classic approval process is organized into groups of actions based on when the actions occur, such as initial submission. To add an automated action to your classic approval process, determine which group of actions to add it to.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            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.
            Group Occurs When... Default Actions
            Initial Submission A user first submits a record for approval. Record Lock (locks)
            Approval Step Approval All required approvals for this step have been given for a record. None
            Approval Step Rejection An approver rejects this request for this step. None
            Final Approval All required approvals have been given for a record Record Lock (locks)
            Final Rejection An approver rejects the request, and it goes to the final rejection state. Record Lock (unlocks)
            Recall A submitted approval request is recalled. Record Lock (unlocks)

            See Also

             
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