Understanding the Salesforce Approval Process: A Step-by-Step Guide
The Approval Process in Salesforce is an automated sequence of steps where a record is reviewed and approved (or rejected) by designated users based on predefined conditions. This ensures compliance, proper authorization, and consistency in business operations. Key Objects of an Approval Process 1. ProcessNode (Approval Step Definition) (04b) Defines the approval steps in a process. SELECT Id, Name, DeveloperName, ProcessDefinitionId, Description FROM ProcessNode 2. ProcessInstance (Approval Request) (04g) Created when a record is submitted for approval. Stores the current status and progress of the approval process for that record. Acts like a snapshot, tracking where the approval stands at any given moment. SELECT Id, ProcessDefinitionId, TargetObjectId, Status, CompletedDate, LastActorId FROM ProcessInstance 3. ProcessInstanceHistory Keeps a record of all actions (audit trails) taken on a specific approval process instance. Logs approvals, rejections, reassignments, and recall...