Step approval, rejection, and recall
Key Takeaway
Approval, rejection, and recall each run their own actions. For each step after the first, you choose between rejecting the whole request and returning it to the previous approver.
An approval process sends a submitted record through a series of steps. At each step, an assigned approver approves or rejects the record. The admin decides what happens at each point: when the record is submitted, approved, rejected, or recalled (withdrawn) by the submitter. Salesforce offers Classic Approval Processes and a newer, flow-based option called Flow Approval Processes.
What a Classic Approval Process does
A Classic Approval Process automates how records are approved. It defines each approval step, who to request approval from, and what to do at each point. Classic Approval Processes work in both Salesforce Classic and Lightning Experience.
Classic Approval Processes are available in these editions:
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition