步骤如下: 1.Setup->Build->Create->Workflow&Approvals->Process Builder或者直接在搜索栏搜索Process Builder,点击进入后点击右上角的new 2.输入相关信息后点击OK 3.选择需要操作的Object,按照自己需要设置执行状态 4.设置条件,条件可以是标准的条件抑或使用formula方式设置判断条件,在设置条件时,可以设置多个条件,按...
13):创建Rejection的Action 14):之后创建此Object的一个实例,在PageLayout中设置对应的RelatedList后,进入View页面我们发现了Approval History的部分 15):点击上图中的Submit for Approval,表示提交了Request,若条件满足则会触发对应的Approval Process。并且触发Submit for Approval的动作不能进行简单的条件设置,只能通过手...
锁定记录(Lock Record)可以通过Process Builder以及Approval Processes实现功能。本人最开始用的自己申请的免费帐户使用Custom Object来进行测试,发现的尴尬的事情就是Profile为System Admin的账户可以看到相关创建的Tab,并且可以锁定记录,但是其他非System Admin的账户没法看到相关的tab,更没法查看被锁定的记录了,所以为了测试...
它基于一个object当满足一定条件时进入批准过程,比如当订单金额大于10万需要销售总监审批,那么当创建一个订单金额大于10万时,就会进入定义好的批准过程。 创建路径,setup中quick find搜索approval process可进入创建界面,选择对象“Orders”,点击Create new Approval Process --> Use jump Start wizard。 1. 创建一个批...
Salesforce Approval Process Here is list of steps for approval process in salesforce : Setup -> Create -> Workflow and Approval -> Approval Process Select object for approval process to be written Click on Create New Approval Process Select Standard Setup Wizard from drop down ...
/* 功能: 对当前记录的审批流程进行自动审批 参数: sobjectID - 要审批的记录Id comment - 审批意见 rejected - 是否拒绝(True - 拒绝 / False - 通过) 返回: void */publicstaticautoApprovalOANode(Id sobjectID,String comment,Boolean rejected){List<ProcessInstanceWorkitem>pwrList=[SELECTIdFROMProcessIn...
approval process. if you also want to add the approval history related list to record detail and edit pages, use the salesforce user interface to customize the page layouts for the given object. approvalsubmitter represents a user or set of users who can submit records for approval. field ...
单击Create New Approval Process(创建新的审批流程) | Use Jump Start Wizard(使用跳转起点向导)。“跳转起点向导”做出某些决定,帮助您创建一个简单的审批流程。 配置审批流程。 名称:Approve Opportunity Discount(批准业务机会折扣) 批准分配电子邮件模板:Approve Opportunity Discount(批准业务机会折扣) ...
Set Up a Multistep Approval Process Your org is prepared, so you’re ready to set up the approval process for positions, as Ling Wu requested. An approval process is an automated process that approves records in Salesforce. When you build an approval process, you ...
process automation workflow automation mulesoft integration pricing slack back slack unlock productivity powered by crm + ai + data + trust. learn about slack and salesforce conversational work os powered by crm data work orchestration in slack agentforce in slack for departments for ...