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Platform Administrator
Study Checklist
Checklist progress
0/282Learned
Given a scenario, identify the appropriate automation solution based on the capabilities of the tool
0/5
Describe capabilities, use cases, and configuration for Flow
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Describe capabilities, use cases, and configuration for the approval process
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When to use an approval process
Learn this conceptApproval process entry criteria
Learn this conceptSubmission eligibility and Submit for Approval
Learn this conceptRecord locking during pending approval
Learn this conceptApproval step criteria and skipped steps
Learn this conceptMultiple approvers on one approval step
Learn this conceptDelegated approvers for approval requests
Learn this conceptStep approval, rejection, and recall
Learn this conceptFinal approval versus final rejection actions
Learn this conceptProcess order for multiple approval processes
Learn this conceptPrepare for the Exam
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An approval process automates how a Salesforce record is approved: you define the review steps, who must approve at each step, and what happens if the request is approved or rejected. Use one when a person, or a chain of people, must accept or deny a record before work continues, such as time off, a new position, or a steep discount. The process routes the request to the right reviewers, keeps the record from changing while it waits, and then updates the record or notifies people based on the outcome.