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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.
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