Cert++
Close

Process order for multiple approval processes

Key Takeaway

When a user clicks Submit for Approval, Salesforce triggers a classic approval process, but the user can't see which one. Each process's entry criteria and allowed submitters decide whether a submitted record can enter it.

A classic approval process automates how records get approved in Salesforce. It defines the sequence of steps required to approve a record, who approves at each step, and what happens at each point. Classic approval processes are tied to specific objects. An org can have more than one classic approval process, up to a limit that Salesforce sets.

What happens when a user clicks Submit for Approval

When a user clicks Submit for Approval, Salesforce triggers one of the org's classic approval processes.

Each classic approval process has entry criteria and allowed submitters, and they decide whether a submitted record can enter that process.

The user can't see which classic approval process ran, so Salesforce recommends teaching users the criteria for each process and what each process does.

Platform Administrator Study Guide

Checklist progress

0/324Learned

Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals)

0/17

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator studiers. 757 members and growing.