The Salesforce approval process is a powerful tool that automates the approval of records, ensuring that they meet the necessary criteria before being finalized. This comprehensive guide will delve into the intricacies of the approval process, covering key concepts, common interview questions, and real-world scenarios.
Understanding the Approval Process
The approval process streamlines the approval workflow, eliminating the need for manual intervention and ensuring consistency. It defines the steps required for approval, the designated approvers, and the actions to be taken at each stage. Additionally, it specifies the actions to be triggered upon approval, rejection, recall, or initial submission.
Key Concepts
- Entry Criteria: Defines the conditions a record must meet to enter the approval process.
- Approval Steps: A sequence of steps outlining the approval flow, with each step potentially involving different approvers and actions.
- Approval Actions: Actions triggered upon approval of a step, such as field updates, email notifications, or outbound messages.
- Rejection Actions: Actions triggered upon rejection of a step, such as email notifications or record updates.
- Final Approval Actions: Actions triggered upon final approval of all steps, such as record activation or field updates.
- Final Rejection Actions: Actions triggered if any step is rejected, such as record deactivation or email notifications.
- Recall Actions: Actions triggered when a record is recalled, such as email notifications or record updates.
Common Interview Questions
- What are the different types of evaluation criteria?
- What is the difference between ‘Created and every time edited to meet the criteria’ and ‘Created and edited to subsequently meet the criteria’?
- What are the types of rule criteria?
- What is an immediate workflow action?
- What is a time-dependent workflow action?
- For which event can’t we create a time-dependent workflow action?
- What are the different kinds of workflow actions?
- What are the types of email templates?
- Scenario: A time-based workflow updates a field if the criteria are met. The user submits a record with valid criteria, triggering the workflow and queuing the field update in the ‘time-based flow’ queue to fire after one day. If the user modifies the record before the scheduled date, changing it to not meet the criteria, will the field be updated on the scheduled date?
- For the same scenario, what happens if we deactivate or modify the criteria of the workflow to different criteria? Will the field be updated on the scheduled date?
- Scenario: There are two workflow rules on the same object, wf1 and wf2. If wf1 fires and updates a field, and the updated field causes wf2’s criteria to be met, will wf2 fire?
- What is an Approval Process?
- How do we configure an Approval Process?
- Scenario: After activating the approval process, I want to add one more step. Is it possible?
Real-World Scenarios
- Expense Approval Process: Employees submit expense reports for approval by their managers or finance department.
- Sales Quote Approval Process: Sales quotes exceeding a certain amount require approval from multiple levels of management.
- Leave Request Approval Process: Employees submit leave requests for approval by their managers or HR department.
- Product Launch Approval Process: New product launches require approval from various stakeholders, including marketing, sales, and legal.
By mastering the concepts and nuances of the Salesforce approval process, you can streamline your organization’s approval workflows, ensuring efficiency, consistency, and compliance. This comprehensive guide provides a solid foundation for understanding the approval process and excelling in your Salesforce interviews.
10 What are the different evaluation criteria we have in workflows?
Answer :
- Created
- Created, and every time it is edited
- Created, and any time it is changed to meet criteria afterward
11 Can the user recall the submitted approval record?
Answer :
Yes, we can configure this in the approval process. The user will be able to go back and change the approval process if “Allow submitter to recall approval request” is chosen.
Salesforce Interview Questions – Approval Process with FLow
FAQ
What is the process of approval process?
What is recall in the approval process?
What is an approval process?
An approval process is a structured series of steps that an organization follows to review and approve work before it’s finalized. It plays a pivotal role in ensuring quality, compliance, and control within various business operations – from product development to content publication, financial transactions, and more.
What are the steps in the approval process?
The approval process consists of the following steps – Final Recall actionsIn workflow rule,action is triggered when a record meets an evaluation criteria. Workflow rules definition does not impact existing records. Workflow rule gets applied to new record creation or edits.
What is an approval process in Salesforce?
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes.
What is the difference between a step and an approval process?
A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
