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Salesforce Approval Processes Cheat Sheet: Entry Criteria, Approvers and Admin Interview Q&A (Day 12/30)

Some changes need a second pair of eyes. Approval processes route a record to the right person before it moves on, and they come up in almost every admin interview that touches automation. The 4 Buil

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SapotaCorpJul 12 · 9 min read

Salesforce Approval Processes: Design Decisions That Determine Whether They Hold Up

On a recent project for a regional telecom client, a sales rep submitted an Opportunity with a 42% discount late on a Friday afternoon. The assigned approver — the sales manager — saw the notification

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Samantha HawkinsJul 18, 2025 · 2 min read

Custom App to Manage New Software Requests

In an organization where new software must pass through security, budget, and platform governance, we needed a clear and auditable process. Requirements: Teams needed a way to request new software tools and ensure each request was reviewed by Securit...

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No Code DeveloperApr 10, 2024 · 1 min read

Google Forms Alternative with Approval Workflow

Google Forms is undoubtedly one of the most popular productivity and marketing tools. It allows users to create, update, and share forms, surveys, and quizzes collaboratively. Despite its numerous capabilities, using Google Forms as your primary opti...

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SalesforceSherpaMay 19, 2023 · 5 min read

"Mastering the Approval Process Object in Salesforce: Everything You Need to Know"

Introduction The Approval Process Object in Salesforce is a workflow engine that allows organizations to define and automate their approval processes. It allows teams to automate the review and approval of any record in Salesforce, including leads, o...

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