Understanding Approval Process in Salesforce | How to create an approval process?

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  • Опубліковано 16 жов 2024

КОМЕНТАРІ • 42

  • @The_Brainbox_Enigma
    @The_Brainbox_Enigma 2 роки тому +12

    Hey Shrey, could you please make a video FLow Builder. I have seen a few videos on UA-cam but it still not clear. I love your teaching techniques, first discuss the detailed theory and then show practical things to help us to know better.

  • @MDASIF-wo7ck
    @MDASIF-wo7ck 3 роки тому +3

    You give practical example inside the boundries of Salesforce ecosystems.
    That's great for us it gives more clarity .

  • @hemlatha898
    @hemlatha898 Рік тому +4

    Hey Shrey u come up with detailed concept really appreciated. Thank you

  • @ruangupta6733
    @ruangupta6733 3 роки тому +4

    Hey Shrey
    Learning through your videos, I feel you have simplified things so well and the examples are so elaborated and realistic that I can never forget the concepts..
    Thanks for making Salesforce so much fun and easy
    And by the way love the way you engage with your followers by answering all the queries
    All d best 👍 thanks again

  • @mushahidansari670
    @mushahidansari670 3 роки тому +1

    The last part of this video is like Inception movie scene between Amit Shah & Sahil Sharma in Approving process 😂😂
    Just Kidding.
    Bdw really helpful videos and easy to understand .
    Thank you for uploading may19 session videos.

  • @houston471
    @houston471 3 роки тому +3

    Another great video -I hope you are staying safe.

  • @budhwaniamit
    @budhwaniamit 2 роки тому +2

    What are two good use cases for a Salesforce approval process?
    Choose 2 answers
    A. A sales process that involves approval to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount
    B. A sales process where the approval manager is randomly assigned from a public group of managers and a second approval by the Sales VP.
    C. A sales process where the first level approval can be denied and automatically routed to the Sales VP for final approval.
    D. sales process that involves approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone else.
    can you please explain how option "C" is possible? how can we do that in approval process?

  • @vaishnavivaishu9664
    @vaishnavivaishu9664 2 роки тому

    hey shrey
    thanks for u r excellent videos please, can u share the processer builder video also

  • @krishnendu_chakraborty
    @krishnendu_chakraborty 4 роки тому +2

    Hi Shrey - what if no reject action is mentioned in the first approval step and 2nd action is having reject action but the approver rejected in the 1st action only? What will happen in this case?

  • @ga9949
    @ga9949 Рік тому

    Set up and create the approval process bro this is a new addition of super badge plese help us to complete this edition of super badge

  • @kapilsane
    @kapilsane Рік тому

    Thank you Sit.

  • @artisticomx2066
    @artisticomx2066 2 роки тому

    Im trying to do a massive approval process with more than 40 records but it is not working sends me a limit function error? what can I do in these cases?

  • @tarunakapoor9128
    @tarunakapoor9128 3 роки тому

    In approval step number 2 .I'm getting option of else (go to next step or approve record) . In your lecture there was no such option at step 2 .what should I do? Please help in this

  • @watch_itt
    @watch_itt 2 роки тому

    If apptoval process of scholarship rejected by approver is it possible to add any field aboce comments like picklist field reason of rejection

  • @milosstanojkovic7411
    @milosstanojkovic7411 2 роки тому

    Is it possible to Approve/Reject process on record update?

  • @mathswithyaswanth7070
    @mathswithyaswanth7070 2 роки тому

    How to get email alerts for reassign ed approver

  • @apexlearning3235
    @apexlearning3235 2 роки тому

    Hi I was learning approval process and I had a scenario that..
    When a field is blank in the record then I should not be able to submit the approval.
    I tried using isblank(expression) formula in entry criteria. but still whatever value I give in that field I'm able to submit my approval. But ideally when field is blank I mustn't be able to submit for approval.
    Can you guide me on how to achieve this.

  • @jayanthsimha
    @jayanthsimha 2 роки тому

    Superb...

  • @akhilakaparthi9143
    @akhilakaparthi9143 10 місяців тому

    Thanks alot :)

  • @naturelovers7718
    @naturelovers7718 3 роки тому +1

    Hi shrey can you please help me with my query. For example I have a approval process and it got fired on behalf of community user so I want to fire email to community user's account field that is of email type.. Please help me.

    • @naturelovers7718
      @naturelovers7718 3 роки тому

      @Vishal Choudhary I am not talking about the approval. I just want to send email to Community user

  • @vairavelpraveen8050
    @vairavelpraveen8050 2 роки тому

    Pls put a video on flow builder

  • @sarugupta8578
    @sarugupta8578 3 роки тому

    Hey Shrey
    I am a big fan of technical knowledge and teaching techniques..
    I am a Woman Restarter, planning to start my career after a 3 year of maternity break...
    Have been following you on UA-cam and have learned Salesforce admin module through your online tutorials....
    I am interested in an internship with your organization.... Request you to kindly revert..
    I am not looking for any monetary benefits all I am looking for is knowledge and experience...
    Will be waiting for your reply
    Thanks in advance

    • @SalesforceHulk
      @SalesforceHulk  3 роки тому +2

      We have openings for Associate Software Developer for Freshers in Cyntexa. You may Apply at cyntexa.com/careers/.

    • @sarugupta8578
      @sarugupta8578 3 роки тому

      @@SalesforceHulk thanks buddy

  • @denitsapetrishka5382
    @denitsapetrishka5382 3 роки тому

    Can we get the file for the Approval Process Execution Trace?

  • @abhaybhattacharaya5797
    @abhaybhattacharaya5797 3 роки тому

    Tell me about prover automation tool

  • @roshankumar2956
    @roshankumar2956 Рік тому

    PLEASE GIVE NOTES

  • @dolly7629
    @dolly7629 3 роки тому

    How to make comment mandatory using workflow only

  • @channadl20000
    @channadl20000 3 роки тому +1

    Really helpful but can you speed it up? This video is hour and a half long, I think you can present the same content in 40 mins.

    • @SalesforceHulk
      @SalesforceHulk  3 роки тому +1

      I don't think so...

    • @marmikpatil2431
      @marmikpatil2431 14 днів тому

      Hey, Not being rude but not all of us are that fluent in that accent of english so I appreciate the speed as it is going by Shrey😅😅

  • @SumitKumar-zq5fx
    @SumitKumar-zq5fx 2 роки тому

    Hey shrey
    can you make video in Hindi language

  • @it46vistargupta19
    @it46vistargupta19 2 роки тому

    How to branch approval process based on request types?
    For eg:
    All request should be routed to Admins first
    If request is of type "Bugs, Data Load"
    then Admin are final reviewers
    if approve : Final Approval actions i.e : update field to approved
    if reject : Final Rejection actions : i.e : update field to deferred
    If request is of type "New Feature Request"
    then pass to User X
    if approve : send email, and final approver actions
    if reject : final rejection actions
    If request is of type "Data Integration"
    then pass to IT team
    if approve : send emails & final approval actions
    if reject : final rejection action
    Problem is I fear that criteria I created in step 2 after admins for New Feature Request, in step 3 only these records will go to next but what about the records of "Data Integration" , they should be directly routed to IT team after admins in step 1

  • @VenkateshThinks
    @VenkateshThinks 3 роки тому

    We would love to see you write on board rather than on desktop screen It will be like more interacting for us. What do you guys think?

  • @MrDannyddog
    @MrDannyddog 11 місяців тому

    Pure bhakt hai BKL ye...