Tech Insights

Approval Process

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What is Approval Process?

An Approval Process is an automated workflow that defines the steps required for a record (such as a sales opportunity, expense report, or purchase order) to be approved. It specifies who needs to approve the record at each step, and what actions are taken at each point in the process (e.g., sending email notifications, updating fields on the record, or creating tasks). Approval processes are commonly used to enforce business rules, ensure compliance, and provide audit trails for important business transactions.

What other technologies are related to Approval Process?

Approval Process Competitor Technologies

An alternative automation tool that can be used to implement approval processes, potentially competing with the dedicated Approval Process functionality.
mentioned alongside Approval Process in 6% (400) of relevant job posts
An alternative automation tool that can be used to implement approval processes, potentially competing with the dedicated approval process functionality.
mentioned alongside Approval Process in 16% (59) of relevant job posts
An alternative automation tool that can be used to implement approval processes (although limited in functionality compared to Process Builder and Flows).
mentioned alongside Approval Process in 6% (80) of relevant job posts
Same as Workflow Rules
mentioned alongside Approval Process in 2% (186) of relevant job posts
Same as Visual Flows
mentioned alongside Approval Process in 2% (182) of relevant job posts

Approval Process Complementary Technologies

Used for loading and updating large amounts of data, which may include data related to the approval process. Can load data to trigger approval processes.
mentioned alongside Approval Process in 59% (55) of relevant job posts
Reports and dashboards can be used to monitor the status and performance of the approval process, showing bottlenecks and performance metrics.
mentioned alongside Approval Process in 21% (96) of relevant job posts
Used for bulk data operations, including loading and updating records that may be part of the approval process.
mentioned alongside Approval Process in 3% (220) of relevant job posts

Which job functions mention Approval Process?

Job function
Jobs mentioning Approval Process
Orgs mentioning Approval Process

Which organizations are mentioning Approval Process?

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Industry
Matching Teams
Matching People

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