Configure Approval Process using Record-Triggered Flow in Salesforce | Step-by-Step Tutorial
AITECHONE
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Configure Approval Process using Record-Triggered Flow in Salesforce | Step-by-Step Tutorial
1 950 просмотров · 1 г. назад
AITECHONE
2,2 тыс. подписчиков
1 950 просмотров · 1 г. назад
🌟 Welcome to AITechone! 🌟
In this in-depth Salesforce tutorial, learn how to configure an Approval Process using a Record-Triggered Flow—an advanced, flexible approach that goes beyond traditional approval mechanisms. Whether you're a Salesforce Admin, Developer, or Functional Consultant, this hands-on walkthrough will guide you through automating approvals with modern Salesforce Flow features.
✅ What You Will Learn:
Introduction to Record-Triggered Flows
Setting up a custom Approval Process in Salesforce
Creating and configuring the Approval Status picklist (New, Submit for Approval, Approved, Rejected)
Automatically triggering approval submission based on status updates
Using the “Submit for Approval” Flow core action
Handling post-approval logic with decisions and updates
Full end-to-end testing and best practices
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