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@Salesforce Flow Automation could somebody chime in on @Michaël De Feyter

's question?

I need to report on Approvals in SFDC and need to interface that same information to another system.

What is the best approach?

Setup: 1 Custom Object with standard Approval Processes on it.

Possible solutions:

Do I best duplicate the approval info ('Approved By' and 'Approval Date') on that custom object itself (new fields that I don't show in UI but only use in reports and for interfacing)

OR

can I create SFDC reports on that custom object together with the approval process info AND do the same with SOQL statements for the interfacing part.

Or is there another option I overlooked?

Any help is welcome.

@Admin Group, Brussels, BE@Michaël De Feyter Have a look at this: https://help.salesforce.com/HTViewHelpDoc?id=approval_history_custom_report_type.htm&language=en_US

and this:

https://help.salesforce.com/HTViewHelpDoc?id=approval_history_reports_examples.htm&language=en_US
댓글 5개
  1. 2015년 6월 15일 오후 4:37
    You're welcome! I know reporting on approvals needs some improvements from Salesforce side. But we are resourcefull people sometimes ;-)
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