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Salesforce Training By Mohan - VLR Training Institute - Contact: +91-6301332114
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Class23 & 24)

TOPICS:
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- Approval Process
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* It is used to automate the some type of business process.

About Institute:
Institute is located in all over the world.In india, it is located in
Hyderabad,banglore,chennai,mumbai,kolkata,delhi.
For each location/Territory/Business-unit one manager is be available.These managers are called Territoritory
managers.
Hyderabad,banglore,chennai territories comes under south zone. Mumbai,kolkata,delhi comes under North
Zone.
These 2 zones are handled by 2 other managers called zonal managers. These zonal managers reports to one
manager, this manager
is the head of this institute in India. His role is called Director.

Req-1)
In society few of the students are poor and they are ready to join in the institute. Those students asks to reduce
the fees. To reduce the students fees, institute staff should get approvals from 3 managers(Territory manager,
zonal
manager, director) based on the course fees. See the below details.

1) if course fees is '< 20k' -> Territory manager approval is needed

2) if course fees is in between '20k to 50k' -> Zonal manager approval is needed

3) if course fees is '>50k' -> Director approval is needed

Sol)
-> Steps to create approval process:
setup -> Build -> Create -> Workflow & Approvals -> Approval Processes

-> create a new custom check box field called 'poor student'.
-> entry criteria -> Entry Criteria (Student Detail: CoutryEQUALSIndia) AND (Student Detail: Poor
StudentEQUALSTrue)
-> Create a picklist field called as 'Approval Status' with following values
'Submitted,Approved,Rejected,Finally Approved,
Hold'. This field stores the approval status details

-> Add 'submit approval' button on the page layout.

 -> Add approval history on related list section

-> Approval steps:

1) if <20k -> only Territory maanger approval.else next step.

2) if > 20k and <50k -> Zonal manager approval.else next step

3) if > 50k -> maanger approval.

Req-2)
Call the above approval process from process builder. Instead of hitting the 'submit for approval' button we can
call the above approval process from the process builder.
Sol)
-> Create a new custom check box field called as 'submit for approval' on the 'student detail' object.
-> Create a process builder. If the 'submit for approval' check box is checked then call the approval process
-> don't skip the entry criteria of approval process
-> uncheck the 'submit for approval' check box. Create a field update to uncheck this field value. Call this field
update action in approval process in 'initial submit actions'

Req-3)
In society few of the students are poor and they are ready to join in the institute. Those students asks to reduce
the fees. To reduce the students fees, institute staff should get approvals from 3 managers(Territory manager,
zonal
manager, director) based on the course fees. See the below details.

1) if course fees is '< 20k' -> Territory manager approval is needed

2) if course fees is in between '20k to 50k' -> Territory manager approval and Zonal manager approval is
needed

3) if course fees is '>50k' -> Territory manager approval and Zonal manager approval and Director approval is
needed

Sol-2) Approval process steps

1) if course fees is > 0k -> Territory maanger approval. else Reject.

2) if course fees is > 20k -> Zonal manager approval.else Next Step.

3) if course fees is > 50k -> manger approval.

-> Notes:
- Deligate approver
- When multiple approvers are selected:
1) Approve or reject based on the FIRST response

2) Require UNANIMOUS approval from all selected approvers.

 - Parallel steps is not possible

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Salesforce Training By Mohan - VLR Training Institute - Contact: +91-6301332114
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