Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Automate Your Approvals with Flow Approval Processes

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Automate Your Approvals with Flow Approval Processes

            As your company grows, so does the complexity of your approvals, often requiring input from multiple people in different departments across different time zones. This complexity can mean that you spend more time waiting for each person to complete their review in the right order. The Flow Approval Processes feature streamlines these processes with flow approval processes: multi-step processes that interact with multiple users and systems.

            Required Editions

            View supported editions for Flow Approval Processes.

            Flow Approval Processes

            With Flow Approval Processes you create flow approval processes. A flow approval process is a sequence of stages, each comprised of one or more steps, that enables you to review a specified record. A stage can contain approval steps or background steps. Use decision elements in flow approval processes to determine the path to run based on conditions.

            Each approval step in a flow approval process assigns an approval work item to a user, group, or queue. Background steps complete actions that are related to an approval submission but require no user interaction. Before activating a flow approval process for an object, an admin places the Orchestration Work Guide Lightning App Builder component on the page layout for the type of record to be reviewed.

            When a person submits a record for approval, the associated flow approval process runs. Designated approvers and their delegates receive emails with a link to the record to be approved. An assigned approver clicks the link in the email notification and goes to the record, where they complete their action in the Work Guide. Alternatively, an approver or their delegate can approve or reject an approval work item by replying to their email notification with specified keywords.

            When to Use Flow Approval Processes

            Use Flow Process Approvals when a record review requires a multilevel, multiuser, multisystem approval process.

            • Get input from people both inside and outside your company.
            • Interact with internal and external systems.
            • Use logic to build paths that address possible scenarios for approvals.
            • About Flow Approval Processes
              Review Flow Approval Processes permissions, editions, limitations, considerations, and entitlements.
            • Get Started with Flow Approval Processes
              Review resources that are available to help you learn about Flow Approval Processes.
            • Flow Approval Processes Concepts
              Learn about what a flow approval process is made of and how it relates to orchestration runs, flows, approval submissions, and approval work items.
            • Build a Flow Approval Process
              It’s easier to automate an approval process when you understand how the approval pieces fit together. Before you create a flow approval process, talk to your stakeholders to understand the requirements. You can save draft flow approval processes without knowing all the required information, but you must specify all associated flows and configuration details before you can activate and run your flow approval process.
            • Troubleshoot Approval Submissions
              When an approval submission fails, the orchestration run associated with it fails and sends a fault email. To view details about a failed approval submission, use the orchestration run fault email.
            • Deploy a Flow Approval Process
              After you’ve designed and tested your flow approval process, you’re ready to put it to work.
            • Manage Approval Submissions and Approval Work Items
              Manage approval submissions and approval work items with list views. Recall an in-progress approval submission. Reassign approval work items that have been assigned but not completed.
            • Flow Approval Processes Reference
              Bookmark this page for quick access to information about flow approval process elements, resources, events, and more.
             
            Loading
            Salesforce Help | Article