Submit a Record for Approval in Salesforce

To submit a record for approval in Salesforce, do the procedure in this topic.

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Submit Approval Process Submit Approval Process icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Trigger Workflow Rules Trigger Workflow Rules icon.

Procedure

  1. On the Submit Approval Process screen, in the Salesforce field, select your Salesforce access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Salesforce.

  2. Complete these fields as necessary.
    Field Name Definition

    Context ID

    Function:
    Specifies the context ID to submit for approval.
    Accepted Values:
    A valid context ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

    Approver ID

    Function:
    Specifies the ID of the Salesforce user who approves or rejects the record.
    Accepted Values:
    A valid Salesforce user ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Approval Process Name

    Function:
    Specifies the name of the approval process to which to submit the record.
    Accepted Values:
    The name of an approval process.

    To complete the Approval Process Name field, click Reload Process Reload Process icon.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  3. (Optional) Complete these fields as necessary.
    Field Name Definition

    Comment

    Function:
    Specifies a comment to associate with the approval process.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Context Actor ID

    Function:
    Specifies the ID for the Salesforce user who submitted the record for approval.
    Accepted Values:
    A valid Salesforce user ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Skip Entry Criteria

    Function:
    Specifies whether to evaluate the entry criteria for the process.
    Accepted Values:
    • Selected - The record is not evaluated against the entry criteria set on the process specified for the Approval Process Name.
    • Deselected - The record is evaluated against the entry criteria set on the process specified for the Approval Process Name.
    Default Value:
    Deselected
  4. To connect the response to a process data variable, complete this field as necessary:
    Field Name Definition

    Store the Response in Custom Attribute

    Function:
    Specifies the final result that says if the submission of record is approved or rejected in Salesforce.
    Accepted Values:
    A process data variable that accepts a Boolean value, or the text true or false.
    • True - The record submission is approved.
    • False - The record submission is rejected.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes