
I have one doubt regarding my requirement in salesforce i.e when should i use custome approval process in salesforce
Thanks and Regards
salman
1 resposta
Custom as in build from scratch, or custom as in use the Approval Process piece that comes pre-built with Salesforce?
There is a good Trailhead module on how to use the Approval Process
https://developer.salesforce.com/trailhead/en/business_process_automation/approvals
I would never extend to a custom approval process until I was sure that the standard one didn't fit my needs. Typical use case for a standard approval process would be to request a discount from your boss to close a deal