An approval process is an automated process an organization can use to approve records in Salesforce. One can create, either a one-step or a multi-step, approval process in Salesforce based on your business needs.
Let us take a simple use case – submit an Opportunity Approval to a Queue.
Wait a minute, you yell! I know Salesforce enough to know that an Opportunity approval request cannot be sent to Queue! In sheer disbelief, you continue to remind me that one can only send an approval request to Queues (in case of a custom object, Lead, and Case) or Users!
You are right, I am glad to admit! True, out-of-the-box, Opportunity doesn’t support a Queue – let alone creating an approval process and assigning it to a queue. Therefore, creating an approval on an Opportunity object using Queues needs out-of- the-box thinking!!
After reading this blog, you’ll be able to:
- Understand what a Queue is.
- Use filters and conditions to design a process.
- Understand the Submit for approval action in Lightning Flow.
- Last but not the least, see how to submit opportunity approval to a queue!
Business Use case
Martin Jones is an App Developer at Gurukul on Cloud (GoC). He received a requirement – when an opportunity is created, or updated, with an amount greater than $5M, assign it to a queue named ‘Top Management’ for approval!
What is a Queue?
Queues permit groups of users to prioritize, distribute, and assign records to teams that share workloads. A queue is a location where records can be routed to await processing by a group member.
A queue is available for objects like cases, contact requests, leads, orders, custom objects, service contracts, and knowledge article versions etc.
Automation Champion Approach (I-do):
Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straight forward, and consume fewer resources. Read the rest of this entry!