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 Tool Do I Use? (Help Topic) - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=0
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.
In this lecture we visualize the approval process that we created in the previous lecture. This is accessed by clicking the View Diagram button from the detail page for the Approval Process, which launches the Process Visualizer.
