#ApprovalProcess0 discussing

[実装したいもの]

カスタムオブジェクトAにおけるレコードの承認後、１つの項目を除いて項目の編集ができないようにする。

[備考]

オブジェクトAにはカスタム項目が200ほどあり、これからも追加される予定になっていますので、入力規則等で編集を制限する項目をすべて追加するような設定はしない方が良いかと思っております。

以上、何卒よろしくお願い致します。

#Sales Cloud  #ApprovalProcess

Hi All,

We have a problem - when the record was selected for approval - First level of approval is going to the Manager - Once Manager approves the record - Second level of Approval is manually choosen by the Manager and he - himself can assign to him and approve the record.

So we need to restrict the manager to add himself as a approver for the second level of approver.

let me know if anyone is having Idea on this ??

#ApprovalProcess  #Approvals User  #Salesforce Developer  #Salesforce Admin  #Salesforcecommunity  #Salesforce Developers

Did you know you can apply Validation Rules in a Approval Process using a Custom Error Message in Flow?

This can prevent a invalid record from being submitted for Approval and instruct the users how to remedy the problem.

Find out more in this how-to video; https://youtu.be/XhAO2emDOdA?si=HQOKzbC0g3a_lF2-

#Flow #ApprovalProcess #Record-Triggered #Salesforce #Salesforce Developer #Salesforce Admin #TrailblazerCommunity #CRM Configuration 

Hi there!

I'm a beginning admin and I work at an assurance company. I've received a requested to put more surveillance on a certain field on the account records: a bank number field. (In case an employee changes the bank account nr to his personal bank nr and commits fraud). They do not trust the entries made by users (no checks) and would like to have a second approver for this particular field entry. 

My first thought was approval processes. But those are used when a record needs approval. Is it possible to use approval processes to approve or decline the first entry/update entry on a single field? It is not needed if all other fields are updated, only this particular field. 

What is the best way to tackle this? Any suggestions on alternatives as well?

Love to hear and learn from you!

Manon

#ApprovalProcess  #Custom Fields

I'm using a standard Approval Process on Opportunity, I set up hierarchy fields on User to send it to the correct user, how can I skip a level in the hierarchy if the designated approver will not see emails/notifications?

I hope I was clear enough!

Thanks!

#Sales Cloud  #ApprovalProcess  #Approvals User

If any other GovCloud orgs are having this issue when using record-triggered Flows and the Approval Process, please report it here: https://issues.salesforce.com/issue/a028c00000yxXOv/approval-process-updates-in-final-step-with-also-updates-in-final-actions-will-trigger-flows-multiple-times

The Known Issue summary:

 Flows triggered from Approval Process updates in final Approval Step, which also has field updates in Final Actions will incorrectly be triggered multiple times - despite Flow entry criteria to prevent this.

This only applies to field updates in a Final step, that are followed by updates in the Final Actions

#Government Cloud  #Flow  #Record-Triggered  #ApprovalProcess

we have a email notification set on rejecting the approval process. As per debug logs email alert is sent but in actual we didn't receive that email in outlook.

@Apex Practice Problems - ApexSandbox.io @* Sales Cloud - Best Practices * @Salesforce Apex Hours

#ApprovalProcess

I receive the following error for the formula below in an approval process:

Error:

Function ISCHANGED may not be used in this type of formula

Formula:

ISCHANGED( Addressee_Format__c )

I chose the setting that the process should be used when the formula evaluates to TRUE, and this formula does that. Unsure how to get it to work.

Help is very welcome!

#ApprovalProcess #Formulas #Salesforce Admin

Hi,

I have a record-triggered flow which is triggered when a field (Approval Status) is updated to Approved. (The field is updated to Approved via an existing approval process, as part of the final approval actions). The flow uses an Action element to send a notification to an internal Slack channel. 

The flow has been working no problem for a while, but since adding a new User to the approval process, the flow is now not being triggered when the approval status is updated to Approved by the new User only. (All the existing Users are still working just fine, and the flow is being triggered normally when they are approving.)

The new User has the same Profile as all the existing Users. I have also checked that they have the Flow User permission checked on their User profile too.

I am not even receiving any flow errors, which suggests it is not being triggered at all. 

Can anyone tell me why this might be happening? 

TIA

#Sales Cloud #Flow #ApprovalProcess