Enjoy unlimited access to all of Mike Wheeler's training courses and content as a Mike Wheeler Media+ subscriber. Learn on-demand with our state-of-the-art learning platform.
Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
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.
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.