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Automation

What is Approval Process in Salesforce?

An Approval Process is a Salesforce automation that routes records through a series of approval steps with designated approvers, actions, and rejection handling.

Clientell AI, the AI Salesforce admin, builds and fixes Approval Process automation from a plain-English request, scans read-only first, and changes nothing until you approve. See the AI flow builder

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“Find every Approval Process in my org that touches the Opportunity object, list what each one does, and flag any that conflict.”

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Term Context

Category

Automation

9 terms in this category

Related Terms

3

connected concepts

Glossary

66

total definitions

How does Approval Process work in Salesforce?

Approval processes enforce multi-step review workflows, for example, discount approvals on opportunities, expense report sign-offs, or contract reviews that require legal and finance sign-off in sequence. Each process defines entry criteria (which records qualify), approval steps (who approves and in what order), and actions that fire on submission, approval, rejection, or recall. Approvers can respond via email, Salesforce, or the Salesforce mobile app.

Salesforce supports both unanimous and first-response approval logic per step, dynamic approvers based on related-user fields or queues, and delegated approvers for out-of-office scenarios. Approval processes integrate with Flow via the Submit for Approval action and with Apex via the Approval.process method. While Salesforce has not deprecated approval processes, Flow Orchestration is emerging as a more flexible alternative for complex multi-step, multi-user processes that span days or weeks.

Questions people ask

What is an approval process in Salesforce?

A set of steps that routes a record to approvers and records their yes or no, such as for discounts or expenses.

How many steps can an approval process have?

Up to 30 steps.

What happens to a record while it waits for approval?

It is locked, so only admins and approvers can edit it, until the request is approved, rejected or recalled.

Can a flow run an approval?

Yes. Flow can submit records for approval, and newer Flow approval features can replace parts of the older process.

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