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Flow Approvals

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Apex & Dev

Salesforce Approval Processes Explained: Native, Custom & Flow Approvals

💬 In plain words: An approval process routes a record up the chain of command. The moment you submit a record, it locks. Approvers then take action, triggering final approval or rejection steps. For interviews, know two things cold: the record locks during the process, and approval actions sit separately from the standard save order. 📌 Real-life Example: Imagine a sales quote. Discounts over 15% require manager sign-off, while discounts over 30% need the Finance team's approval too. You can handle this with a single approval process containing two conditional steps. While the quote awaits approval, it is locked. If the sales rep tries to tweak the price, they'll find out quickly that locking is standard behavior. Core Concept The standard Salesforce Approval Process is a native declarative routing engine. Here is how it operates under the hood: Entry & Routing: A record enters the process based on predefined criteria. It then...
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