Approval processes route records to designated approvers before they can be converted, edited, or deleted (Multiple Scoring Rules & Approval Process).
Configuration elements:
- Rule criteria: Conditions that trigger the approval (e.g., discount > 20%).
- Approval authority: One or multiple users/roles must approve. Multi-user approval requires all users in a team or role to approve for high-value transactions (2025 enhancement).
- Top-down approval: Seek approvals from the hierarchy top-down (2025 enhancement).
- Actions on approval/rejection: Field updates, task creation, email alerts, webhooks, or custom functions.
- Reorder processes: Drag-and-drop reordering of approval processes and process rules.
- Edit queued records (2025): Records waiting for approval can now be edited while in queue.
- Process admins (2025): Designated process admins can pivot the approval flow if an approver is unavailable.
- Delegate approval: Approvers can delegate approval to another user.
Path: Automation > Approval Process.