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Create the Salesforce Admins Step

The new approval process should update the Approval Status field to Submitted as soon as the user submits the request for approval. Name this action Update Approval Status Submitted (with API name Update_Approval_Status_Submitted).

Note

Note

If you notice Error: This Unique Name already exists or has been previously used. Please choose a different name.”, then consider using the Add Existing button to select the action.

Three teams are involved in the approval process: Salesforce Admins, IT Leaders, and the Center of Excellence. Each team is represented by queues that are already configured in the org.

The first review step for any new request is the Salesforce Admins team. Name this step Salesforce Admins.

The approval process actions should vary based on the type of request. Four types of requests are included in the approval process:

  • Bug
  • Data Load
  • New Feature Request
  • New Data Integration

For requests about Bugs or Data Loads, the admins are the only reviewers. If the admins approve a request, the final action named Update Status to Approved (with API name Update_Status_to_Approved) should update the request Approval Status to Approved. If they reject the request, the final action named Update Status to Deferred (with API name Update_Status_to_Deferred) should update the request record status to Deferred. For Bug and Data Load requests, the process is complete when the admins approve or defer the request.

Resources

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