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Automate Your Business Processes
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            Classic Approval Processes

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            Classic Approval Processes

            It’s likely that you’re familiar with process automation in the form of workflow rules. Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.

            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.

            A classic approval process automates how records are approved in Salesforce. A classic approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

            Example
            Example

            Your org has a three-tier process for approving expenses. This classic approval process automatically assigns each request to right person in your org, based on the amount requested.

            If an expense record is submitted for approval, lock the record so that users can’t edit it and change the status to Submitted.

            If the amount is $50 or less, approve the request. If the amount is greater than $50, send an approval request to the direct manager. If the amount is greater than $5,000 and the first approval request is approved, send an approval request to the vice president.

            If all approval requests are approved, change the status to Approved and unlock the record. If any approval requests are rejected, change the status to Rejected and unlock the record.

             
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