Salesforce Features

Dynamic Approval Routing

Build Sophisticated Approval Processes


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Developer, Enterprise, and Unlimited Editions

  • Harness the power of Apex to drive dynamic routing
  • Streamline approval process management

Approval processes, which were released with Winter ’07, make it possible to standardize, automate, and enforce an organization’s approval processes. With Spring ’08, companies can programmatically control approval routing as well, to take their process automation to whole new level.

  • Route Requests to Any User Associated with a Record: At the heart of dynamic approval routing is the ability to route an approval request, using the record’s user lookup field. These fields may be populated either through the user interface or programmatically, through Apex code.
  • Automate Complex Matrix-Based Approval Routing Rules: With dynamic approval routing, you can automate even the most complex matrix-based approvals, in which the approval authority is based on a matrix of one or more criteria. For example, in the context of a job requisition process, an approver may be selected based on both the geographic region and the cost center of the job requisition record. With Apex, you can implement both data-driven and algorithmic routing rules.
  • Reduce the Number of Approval Processes: By making approval processes more dynamic, you can cover more business scenarios with fewer process definitions. This translates into enhanced productivity and efficiency by reducing administrative overhead.

Note: This feature is enabled by default.

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