FLOW46: Salesforce New Approval Process using Flows (SIMPLE: Part 1) || SALESFORCE LATEST RELEASES
In this video, we’ll build a Salesforce Approval Process using the new Flow-based approach instead of the classic approval process.
We’ll use a Record-Triggered Flow on the Opportunity object to automatically submit a record for approval when the Opportunity Amount is greater than $10,000. The approval request will be sent to the Opportunity owner’s manager, making this a real-world and practical example.
What you’ll learn:
Why Salesforce is moving from classic approvals to Flow
Creating a Record-Triggered Flow for approvals
Defining approval entry criteria using Amount
Submitting records for approval via Flow
Assigning the approval to the manager automatically
Testing the approval end-to-end
This is a simple and beginner-friendly walkthrough, perfect for admins and developers learning modern Salesforce automation.
TIMESTAMPS:
00:00 Use case
00:50 Create Record-Triggered Flow on Opportunity
01:25 Define Entry Criteria (Amount greater than 10000)
02:00 Configure Stage element
07:20 Output from the Stage
11:05 Test the Approval Process
11:50 Approval standard components
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Playlists:
SALESFORCE FLOWS PLAYLIST:
• FLOWS
OMNISTUDIO PLAYLIST:
• BUSINESS RULES ENGINE || OMNISTUDIO
SALESFORCE OUT OF THE BOX PLAYLIST:
• SALESFORCE OUT OF THE BOX
SALESFORCE APEX TRIGGERS PLAYLIST:
• APEX TRIGGERS
SALESFORCE AGENTSTUDIO PLAYLIST:
• AGENTFORCE
SALESFORCE DATA CLOUD PLAYLIST:
• DATA CLOUD
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