Is it possible to create parallel approval process?
Yes. Parallel approval process allows specifying (upto 25) multiple approvers. The approver setting could be set to unanimous, or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.
What is parallel approval workflow?
In a parallel approval workflow, multiple persons are required to approve items such as invoices, purchase orders, vacation requests, etc. Each person’s approval is independent of all other approvers.
Can approval process post to Chatter?
The approval process can send an approval request as a Chatter post. You can create a template for that post to ensure that the same type of data is posted with every request. Because Approvals in Chatter rely on both Chatter and Approvals, setting up Approvals in Chatter involves more than just enabling the feature.
How do I create a multiple approval process in Salesforce?
Multiple approvers for Approval process in Salesforce
- Go to Setup –> Create –> Workflow & Approvals –> Approval Processes.
- Select the object to create approval process.
- Click “Create New Approval Process” button and click “Use Standard Setup Wizard” link.
- Enter a name and description for your new approval process.
Can we have multiple approval process on single object?
You can have multiple active approval processes on same object but not all running. However only one approval process will get executed based on process order. If the record does not match first approval process then only it will check for the second one.
How do I create a multi step approval in Salesforce?
What is unanimous approval process in Salesforce?
Unanimous Checkbox refers to each person or group within the approval process. Although the queue is made of many queue members, the queue counts as one approver, so whoever from the queue approves the record, is approving it on behalf of the entire queue.
Can you approve in Chatter Salesforce?
If your organization has both Approvals and Chatter enabled, administrators can turn on Approvals in Chatter. Users then receive approval requests as posts in their Chatter feeds.
Can approve feed post and comment permission?
The “Can Approve Feed Post and Comment” permission is a powerful option to consider when assigning editorial capability. Users with this permission can edit and delete the posts and comments of any person in the Chatter feeds that they have access to.
What is parallel approval in Salesforce?
Parallel Approval means you are sending multiple approvals out in one step of the approval process. Any approver able to approve without need to wait for other approvers to approve. The approver can be specific users, a queue or related user in the record. How to configure this in Salesforce?
What is serial approval in Salesforce?
Serial Approval means after a user approve, it will move to the next user to approve. Most use case for this when next approval is needed when it hit certain criteria, example: 1. When discount given < 10%, only Sales Manager need to approve, but
What is an example of parallel approval step?
For Example, when a record is submitted for approval, it has to spawn multiple approval steps (more than 2) in Parallel (say, Approval from Legal team, approval from Finance team). Either of these steps can be approved/rejected in parallel by different sets of approvers.
What does’require unanimous approval from all selected approvers’mean?
When you select “Require unanimous approval from all selected approvers.” the record is only approved if all of the approvers approve the request. The approval request is rejected if any of the approvers reject the request.
