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.