Approval process overview

Salesforce.com defines an approval process as follows:

An approval process is an automated process that your organization can use to approve records in Salesforce.com. 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. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. The following table describes the actions that can be performed on approvals by different types of users.

The following figure illustrates the approval process for incidents and change requests.

Approval process


The following table describes the actions that can be performed on approvals by different types of users.