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Automate Your Business Processes
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            Considerations for Configuring Classic Approval Processes

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            Considerations for Configuring Classic Approval Processes

            When creating or editing a classic approval process, keep in mind how approvals are compatible with other features. Before you start, draw out the steps of your classic approval process.

            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.

            Associated Object

            If the approval object is a detail object in a master-detail relationship, Owner isn’t available for approval page layouts or approval post templates.

            Approval Criteria

            In approval criteria—either the entry criteria or step criteria—don’t reference expressions that resolve to random values. That way, if the criteria must be evaluated again, the record is evaluated the same every time.

            Compatibility with Other Features

            • Flows can delete records that are pending approval.
            • Design automated actions so that you can use them for both workflow rules and classic approval processes.

            Field Update Actions in Approvals

            • A classic approval process can specify a field update action that reevaluates workflow rules for the updated object. If, however, the reevaluated workflow rules include a cross-object field update, those cross-object field updates are ignored.
            • Field updates that are executed as approval actions don’t trigger workflow rules or entitlement processes.

            Anticipate Errors

            Consider reviewing the content on approvals errors. That way, you can anticipate common issues and configure your classic approval process so that the error is less likely.

            Approvals in Unlocked Packages

            • Unlocked packages can include Approvals with steps that reference related users or queues as approvers; users aren’t supported.
            • Queues and related user fields (lookup fields) referenced by the approval steps must be included in the unlocked package.
            • A classic approval process can only be included in unlocked packages that don’t have a specified namespace.

            See Also

             
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