In this lecture we run through a more advanced process in the Lightning Process Builder.
In this lecture I talk through how to decide when to use a workflow rule, or a visual flow, or a process. I also show you a help topic that gives the supported functionality and actions of each. This help topic is linked to from the Resources section of this lecture.
Resource:
Which Automation T...
We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, and page layouts for approval forms.