When to use an approval process
Key Takeaway
Use an approval process when a business rule says one or more people must sign off on a record before it moves forward.
An approval process automates how a record gets approved in Salesforce. It sets the steps a record must pass, who approves it at each step, and what happens when the record is approved, rejected or recalled.
When to use an approval process
Use an approval process when a record needs a person's sign-off, often in a set order. Workflow rules simply act when a record changes, but an approval process goes one step further: it defines a sequence of steps that are required to approve a record.
Typical use cases include:
- A manager approving opportunities discounted more than 40%
- A manager approving an employee's time-off request
- A tiered expense approval, where larger amounts need more senior approvers