#approvalprocesses — Public Fediverse posts

Start Autolaunched Flow Approvals From A Button

Salesforce Flow Approval Process revamp was a success. When I look at all the interest I see from the ecosystem, there is a significant number of automation experts experimenting with this feature, and building approvals.

The new approval process is built on Orchestration, and it is free. There are two types of approval processes you can create:

• Record-Triggered
• Autolaunched

I covered the record-triggered use case with the recent Supercharge Your Approvals with Salesforce Flow Approval Processes post. Let me give you another use case where the user can start an autolaunched approval process from a button. I have incorporated the answers to a few questions I recently received into this build.

🚨 Use case 👇🏼

Escalate a case to a queue of level 2 experts when a second opinion is required.

Start Flows and Orchestrations From a Button

The most popular method for launching Salesforce automations from a button is by using the quick action button. You can create a quick action for a flow and assign that to a button on the lightning record page layout. There are certain requirements for this solution to work:

• Quick actions can only be used to add an active screen flow to the page layout. Remember that you are not required to add a screen element to your flow, but your flow has to be saved and activated as a screen flow. Orchestrations are not supported.
• The record Id of the current record on the screen will be automatically passed to the recordId variable. The variable name in the screen flow has to follow this exact syntax.
• You can not pass additional input parameter values into your automation.

When you build autolaunched approval process, you build autolaunched automation that can be executed on demand. This is very similar to the autolaunched Orchestration or flow. Although this autolaunched automation can and will have UI components like approval evaluation step screen flows, they can not be called from a quick action button.

As a result, we will build an autolaunched Approval Orchestration and assign it to a button using the URL method. I will explain how we will do that after we complete the build.

Build an Approval Screen Flow From The Template

Use the Approvals Workflow: Evaluate Approval Requests template to build your screen flow. When sent to approval, your case will show this screen flow as a work guide item on the lightning page layout.

1. Create New Flow.
2. Choose Template.
3. Pick the Approvals Workflow: Evaluate Approval Requests template.
4. Make cosmetic modifications and save your flow and activate it. You can also add additional inputs and screens for your users to submit data, if you need that.

Please note that this template includes all the required variables with the required syntax: approvalDecision and approvalComments. You can build your own screen flow without starting from a template, but then you will have to make sure you complete this required step manually.

Build an Autolaunched Approval Orchestration (No Trigger)

Now that you built the required screen flow, you can build your approval orchestration that will call this screen flow.

For this example, create a queue called Level2 for cases. Add yourself to the queue and assign an email address to the queue that you use for testing purposes.

1. Create New Flow.
2. Choose From Scratch.
3. Choose Autolaunched Approval Orchestration (No Trigger) from the list of boxes you see on the screen.
4. Add a stage. You don’t need to configure the start element for this type of Orchestration.
5. Add a step. Point it to the screen flow you have saved and activated.
6. Scope the approval to the Case recordId. This is where the work guide item will appear for the approvers.
7. Assign the approval to the queue you created (Level2). Lock the record for all, do not customize the email.
8. Save and activate your approval orchestration.

Configure the URL Custom Button

Go to your all flows list view and choose View Details and Versions under the list view line item chevron menu on the right side. Grab the URL for your Orchestration. It should look like this (depends on your naming): /flow/Case_XPR_Approval_AL_Orchestration

Use the required syntax to add the URL for the approval orchestration to the button. Here is the syntax for my orchestration (view the Salesforce documentation here):

/flow/Case_XPR_Approval_AL_Orchestration?recordId={!Case.Id}&submitter={!$User.Id}&retURL={!Case.Id}

Note that the first part is the URL you just grabbed, and the following parts are the input parameter values for the orchestration. The last parameter directs the screen to the case when the automation is completed.

Follow these steps to add this button to the case record page:

1. Go to Setup > Object Manager > Case > Buttons, Links, and Actions and add a New Button or Link
2. Give your button a label (I will call it Case Approval button here), make it a Detail Page Button, display it in existing window (one of the choices), and choose URL.
3. Paste the URL you built for your approval orchestration into the URL window and check the syntax. Save it.
4. Go to page layouts under the Object Manager, and add the custom button to the page layout in use.
5. Go to the lightning page layout editor for the layout in use and add the Case Approval custom button there. Save and activate (no need if it is active) the page layout.

Add the Flow Orchestration Work Guide Component

While you are on the lightning page layout editor, add the Flow Orchestration Work Guide component to the case lightning page layout. It works well on the top of the right column. Save your page layout. This component will show the work guide item to the users when the approval step is assigned to them. I recommend you choose to hide the component when there is to work guide item assigned to the user.

Add the Approval Trace Component

The related lists for legacy approvals won’t show the flow orchestration approval progress for the record. You need to add the Approval Trace component to the page layout for that. Edit the page layout for case, and drag the Approval Trace component to your case lightning page layout. I recommend you create an additional tab for this and add the component there.

Remember that you can see all the approval process information for all your records on the Approvals Lightning App.

Activating Email Response Approvals

To allow users to approve or reject an approval process step via email, enable the appropriate feature. You can do this by activating the “Enable email approval response” checkbox found in the Process Automation settings under Setup. This is the email user will receive when the response approvals are enabled. This is the email that the queue email address receives when the record is sent to approval.

Watch the Video for a Full Tutorial

Watch this video to learn how I built an Autolaunched Flow Approval Orchestration and assign it to a button on the Lightning Record Page. This solution shows how you can use queues to assign your approval step. In addition, you can see what email notifications are being sent for approvals, and how approval email responses can be leveraged to complete the approval step.

Explore related content:

Can You Start With a Loop Inside Your Schedule-Triggered Flow?

Keep Salesforce Data Clean With Before Save Flows

Transform Element Now Supports Join Collections

Tom Bassett’s YouTube Channel

#ApprovalProcesses #Salesforce #SalesforceAdmins #SalesforceDevelopers #SalesforceTutorials #UI

Start Autolaunched Flow Approvals From A Button

Salesforce Flow Approval Process revamp was a success. When I look at all the interest I see from the ecosystem, there is a significant number of automation experts experimenting with this feature, and building approvals.

The new approval process is built on Orchestration, and it is free. There are two types of approval processes you can create:

• Record-Triggered
• Autolaunched

I covered the record-triggered use case with the recent Supercharge Your Approvals with Salesforce Flow Approval Processes post. Let me give you another use case where the user can start an autolaunched approval process from a button. I have incorporated the answers to a few questions I recently received into this build.

🚨 Use case 👇🏼

Escalate a case to a queue of level 2 experts when a second opinion is required.

Start Flows and Orchestrations From a Button

The most popular method for launching Salesforce automations from a button is by using the quick action button. You can create a quick action for a flow and assign that to a button on the lightning record page layout. There are certain requirements for this solution to work:

• Quick actions can only be used to add an active screen flow to the page layout. Remember that you are not required to add a screen element to your flow, but your flow has to be saved and activated as a screen flow. Orchestrations are not supported.
• The record Id of the current record on the screen will be automatically passed to the recordId variable. The variable name in the screen flow has to follow this exact syntax.
• You can not pass additional input parameter values into your automation.

When you build autolaunched approval process, you build autolaunched automation that can be executed on demand. This is very similar to the autolaunched Orchestration or flow. Although this autolaunched automation can and will have UI components like approval evaluation step screen flows, they can not be called from a quick action button.

As a result, we will build an autolaunched Approval Orchestration and assign it to a button using the URL method. I will explain how we will do that after we complete the build.

Build an Approval Screen Flow From The Template

Use the Approvals Workflow: Evaluate Approval Requests template to build your screen flow. When sent to approval, your case will show this screen flow as a work guide item on the lightning page layout.

1. Create New Flow.
2. Choose Template.
3. Pick the Approvals Workflow: Evaluate Approval Requests template.
4. Make cosmetic modifications and save your flow and activate it. You can also add additional inputs and screens for your users to submit data, if you need that.

Please note that this template includes all the required variables with the required syntax: approvalDecision and approvalComments. You can build your own screen flow without starting from a template, but then you will have to make sure you complete this required step manually.

Build an Autolaunched Approval Orchestration (No Trigger)

Now that you built the required screen flow, you can build your approval orchestration that will call this screen flow.

For this example, create a queue called Level2 for cases. Add yourself to the queue and assign an email address to the queue that you use for testing purposes.

1. Create New Flow.
2. Choose From Scratch.
3. Choose Autolaunched Approval Orchestration (No Trigger) from the list of boxes you see on the screen.
4. Add a stage. You don’t need to configure the start element for this type of Orchestration.
5. Add a step. Point it to the screen flow you have saved and activated.
6. Scope the approval to the Case recordId. This is where the work guide item will appear for the approvers.
7. Assign the approval to the queue you created (Level2). Lock the record for all, do not customize the email.
8. Save and activate your approval orchestration.

Configure the URL Custom Button

Go to your all flows list view and choose View Details and Versions under the list view line item chevron menu on the right side. Grab the URL for your Orchestration. It should look like this (depends on your naming): /flow/Case_XPR_Approval_AL_Orchestration

Use the required syntax to add the URL for the approval orchestration to the button. Here is the syntax for my orchestration (view the Salesforce documentation here):

/flow/Case_XPR_Approval_AL_Orchestration?recordId={!Case.Id}&submitter={!$User.Id}&retURL={!Case.Id}

Note that the first part is the URL you just grabbed, and the following parts are the input parameter values for the orchestration. The last parameter directs the screen to the case when the automation is completed.

Follow these steps to add this button to the case record page:

1. Go to Setup > Object Manager > Case > Buttons, Links, and Actions and add a New Button or Link
2. Give your button a label (I will call it Case Approval button here), make it a Detail Page Button, display it in existing window (one of the choices), and choose URL.
3. Paste the URL you built for your approval orchestration into the URL window and check the syntax. Save it.
4. Go to page layouts under the Object Manager, and add the custom button to the page layout in use.
5. Go to the lightning page layout editor for the layout in use and add the Case Approval custom button there. Save and activate (no need if it is active) the page layout.

Add the Flow Orchestration Work Guide Component

While you are on the lightning page layout editor, add the Flow Orchestration Work Guide component to the case lightning page layout. It works well on the top of the right column. Save your page layout. This component will show the work guide item to the users when the approval step is assigned to them. I recommend you choose to hide the component when there is to work guide item assigned to the user.

Add the Approval Trace Component

The related lists for legacy approvals won’t show the flow orchestration approval progress for the record. You need to add the Approval Trace component to the page layout for that. Edit the page layout for case, and drag the Approval Trace component to your case lightning page layout. I recommend you create an additional tab for this and add the component there.

Remember that you can see all the approval process information for all your records on the Approvals Lightning App.

Activating Email Response Approvals

To allow users to approve or reject an approval process step via email, enable the appropriate feature. You can do this by activating the “Enable email approval response” checkbox found in the Process Automation settings under Setup. This is the email user will receive when the response approvals are enabled. This is the email that the queue email address receives when the record is sent to approval.

Watch the Video for a Full Tutorial

Watch this video to learn how I built an Autolaunched Flow Approval Orchestration and assign it to a button on the Lightning Record Page. This solution shows how you can use queues to assign your approval step. In addition, you can see what email notifications are being sent for approvals, and how approval email responses can be leveraged to complete the approval step.

Explore related content:

Can You Start With a Loop Inside Your Schedule-Triggered Flow?

Keep Salesforce Data Clean With Before Save Flows

Transform Element Now Supports Join Collections

Tom Bassett’s YouTube Channel

#ApprovalProcesses #Salesforce #SalesforceAdmins #SalesforceDevelopers #SalesforceTutorials #UI

Supercharge Your Approvals with Salesforce Flow Approval Processes

Are you finding that as your company grows, the complexity of your approval workflows grows along with it? What once might have been a simple sign-off from a single manager can quickly transform into a multi-step process involving input from multiple departments, stakeholders, and even external partners. This complexity often leads to delays, inefficiencies, and frustration as approvals get stuck in bottlenecks or lost in email chains. 

Does this sound familiar? Read on for a new solution! 👇🏼

Introducing: Salesforce Flow Approval Processes 

With Salesforce Spring 25 release, discover a revamped feature designed to automate even the most intricate approval workflows. With Flow Approval Processes, you can create approval orchestrations (multi-step processes that interact with multiple users and systems) ensuring that approvals are handled efficiently, no matter how complex they become.

In this blog post, we’ll discover Flow Approval Processes, exploring how they work, when to use them, and how to get started. We’ll also cover key concepts, best practices, and troubleshooting tips to help you make the most of this feature.

What Are Flow Approval Processes?

Flow Approval Processes are part of Salesforce’s Flow Orchestrator, a tool that allows you to automate complex business processes. An approval orchestration is a sequence of stages, each containing one or more steps, designed to review and approve a specified record. These stages can include:

1. Approval Steps: Assign approval tasks to users, groups, or queues.

2. Background Steps: Automate actions related to the approval process without requiring user interaction.

I know that orchestrations are consumption based paid automation solutions that offer a free limited tier. FLow approval processes based on Orchestrations are entirely free. If you have access to legacy approvals, you can use this new tool at no additional cost.

🚨Use case 👇🏼

A new vendor contract needs approval from the legal team, the finance department, and an external partner. With Flow Approval Processes, you can create an orchestration that automatically routes the contract to each stakeholder in the correct order, sends reminders, and updates the record once all approvals are complete.

Key Features and Benefits of Flow Approval Processes

1. Multi-Level, Multi-User Approvals

Flow Approval Processes are ideal for workflows that require input from multiple people across different departments or even outside your organization. Whether it’s a budget approval, a marketing campaign, or a new product launch, you can design an orchestration that ensures every stakeholder has their say.

2. Integration with External Systems

This functionality aids in automating business processes by enabling integration between Salesforce orchestrations and external systems, ensuring that complex workflows can pause, wait for external input, and then resume automatically.

3. Dynamic Logic and Decision-Making

Not all approvals follow the same path. Flow Approval Processes allow you to use decision elements to create conditional paths based on specific criteria. For example, if a contract exceeds a certain dollar amount, it might require additional approvals from senior management.

4. Email Notifications and Work Guides

Approvers receive email notifications with links to the records they need to review. They can either click the link to access the Work Guide in Salesforce or reply directly to the email with keywords like “Approve” or “Reject” to complete their action.

5. Scalability and Flexibility

Whether you’re a small business or a global enterprise, Flow Approval Processes scale with your needs. They’re available in Enterprise, Performance, Unlimited, and Developer Editions, as well as in Government Cloud and Government Cloud Plus.

6. Brand New UI and Audit Trail

Flow Approval Process brings a new lightning app to your Org titled Approvals. Every Step and Stage are well documented in the new data model that comes with the new functionality using objects, such as Approval Submissions, Approval Submission Details, Approval Requests and Approval Work Items.

When to Use Flow Approval Processes

Flow Approval Processes are particularly useful in scenarios where:

1. Multiple Approvers Are Involved: When approvals require input from several people in a specific order.

2. External Stakeholders Are Part of the Process: When approvals involve partners, vendors, or customers outside your organization.

3. Complex Logic Is Required: When different conditions or criteria determine the approval path.

4. Time Zones and Availability Are a Factor: When approvers are located in different regions or have varying schedules.

Get Started with Flow Approval Processes

✅ Step 1: Understand the Requirements

Before getting into building an approval orchestration, it’s essential to consult with stakeholders to understand the approval workflow’s requirements. What steps do you need to take? Who needs to approve what? Are there any conditional paths or external systems to consider?

✅ Step 2: Build the Approval Orchestration

Using Salesforce Flow, you can create an approval orchestration by defining stages and steps. 

Each stage can include:

Approval Steps: Assign tasks to users, groups, or queues.

Background Steps: Automate actions like updating records or sending notifications.

You can also use decision elements to create conditional paths based on specific criteria.

✅ Step 3: Add the Work Guide Component

Before activating your approval orchestration, an admin adds the Flow Orchestration Work Guide Lightning App Builder component to the page layout for the record type under review. This component provides approvers with a centralized interface to view and complete their tasks.

✅ Step 4: Test and Activate

Once you build your orchestration, thoroughly test it to ensure it works as expected. After testing, activate the orchestration to make it available for use.

Key Concepts to Know

• Approval Orchestration: A sequence of stages and steps designed to review and approve a record.
• Approval Submission: The process of submitting a record for approval, which triggers the associated approval orchestration.
• Approval Work Item: Task assigned to an approver as part of an approval step.
• Orchestration Run: An approval orchestration executes for a specific record.=

Build a Simple Flow Approval Example

🚨Use case 👇🏼

A multinational company uses Flow Approval Processes to manage opportunities with an amount larger than $10 million, ensuring that the high amount opportunities are checked and approved by management. This ensures that proper reviews are completed before the sales and forecast reports are distorted with unrealistic sales pipeline items. Create a task related to the opportunity that shows the record has been approved.

Orchestrations are automations that stitch together flows. Therefore you need to prepare your flows first.

1. Create the approval screen flow that will be displayed on the lightning record page work item component. Use the Approvals Workflow: Evaluate Approval Requests flow template in your Org to create your flow. You can leave the design mostly unchanged. Give your flow a label and save and activate. If you create your own modified version, you will need to create and populate these standard output variables:
   • approvalDecision – A text output variable populated with ‘Approve’ or ‘Reject’ depending on the outcome.
   • approvalComments – A text output variable that will hold the freeform comment entry by the user.
2. Create an autolaunched flow that will create the task. Define two input variables, save and activate your flow:
   • Opportunity Id Variable – Opportunity Id for the record that triggered the orchestration for the approval
   • Description Variable – The input variable to assign a value to the task description. You can pass the approval comments into this variable.
3. Build a Record-Triggered Approval Orchestration from scratch. Trigger your orchestration when a new opportunity record is created with an amount greater than $10 million. Remember to keep the checkbox set to true for record locking. You can choose to customize the email communication that goes to the users. Your orchestration should look as follows.

Save and activate your orchestration and test it in your sandbox environment before full deployment.

Here are a few screenshots that show how the approval looks in your Org.

This slideshow requires JavaScript.

Troubleshooting and Management

Handling Failed Submissions

If an approval submission fails, the associated orchestration run also fails, and the system sends a fault email. To troubleshoot, review the details in the fault email and check the orchestration run logs.

Managing Submissions and Work Items

Use list views to manage approval submissions and work items. You can recall a running submission or reassign incomplete work items to another user.

Deploying Your Approval Orchestration

After designing and testing your approval orchestration, deploy it. Inform all stakeholders about the new process and provide training if needed. Monitor the orchestration’s performance and make adjustments as needed to optimize efficiency.

Conclusion

Salesforce Flow Approval Processes are a game-changer for businesses looking to improve their approval workflows. By automating multi-step, multi-user processes, you save time, reduce errors, and handle approvals consistently and efficiently.

Additionally, whether you’re managing vendor contracts, employee expenses, or marketing campaigns, Flow Approval Processes provide the flexibility and scalability you need to keep up with your growing business.

Ready to get started? Explore this Flow Approval Processes link to learn more about the limitations and capabilities in Salesforce’s official release documentation. Looking for a course on the subject? Flow Canvas Academy opened a NEW Flow Approvals Crash Course. Check it out HERE.

Watch the demo on the Salesforce Break YouTube channel 👇

Explore related content:

Transform Element Now Supports Join Collections

Top 7 Salesforce Spring 25 Flow Features

How To Use Custom Permissions In Salesforce Flow

Start Autolaunched Flow Approvals From A Button

TDX 2025 News: Salesforce Agentforce 2dx and AgentExchange

#ApprovalProcesses #LowCode #Orchestration #Salesforce #SalesforceAdmins #SalesforceDevelopers #SalesforceTutorials

Supercharge Your Approvals with Salesforce Flow Approval Processes

Are you finding that as your company grows, the complexity of your approval workflows grows along with it? What once might have been a simple sign-off from a single manager can quickly transform into a multi-step process involving input from multiple departments, stakeholders, and even external partners. This complexity often leads to delays, inefficiencies, and frustration as approvals get stuck in bottlenecks or lost in email chains. 

Does this sound familiar? Read on for a new solution! 👇🏼

Introducing: Salesforce Flow Approval Processes 

With Salesforce Spring 25 release, discover a revamped feature designed to automate even the most intricate approval workflows. With Flow Approval Processes, you can create approval orchestrations (multi-step processes that interact with multiple users and systems) ensuring that approvals are handled efficiently, no matter how complex they become.

In this blog post, we’ll discover Flow Approval Processes, exploring how they work, when to use them, and how to get started. We’ll also cover key concepts, best practices, and troubleshooting tips to help you make the most of this feature.

What Are Flow Approval Processes?

Flow Approval Processes are part of Salesforce’s Flow Orchestrator, a tool that allows you to automate complex business processes. An approval orchestration is a sequence of stages, each containing one or more steps, designed to review and approve a specified record. These stages can include:

1. Approval Steps: Assign approval tasks to users, groups, or queues.

2. Background Steps: Automate actions related to the approval process without requiring user interaction.

I know that orchestrations are consumption based paid automation solutions that offer a free limited tier. FLow approval processes based on Orchestrations are entirely free. If you have access to legacy approvals, you can use this new tool at no additional cost.

🚨Use case 👇🏼

A new vendor contract needs approval from the legal team, the finance department, and an external partner. With Flow Approval Processes, you can create an orchestration that automatically routes the contract to each stakeholder in the correct order, sends reminders, and updates the record once all approvals are complete.

Key Features and Benefits of Flow Approval Processes

1. Multi-Level, Multi-User Approvals

Flow Approval Processes are ideal for workflows that require input from multiple people across different departments or even outside your organization. Whether it’s a budget approval, a marketing campaign, or a new product launch, you can design an orchestration that ensures every stakeholder has their say.

2. Integration with External Systems

This functionality aids in automating business processes by enabling integration between Salesforce orchestrations and external systems, ensuring that complex workflows can pause, wait for external input, and then resume automatically.

3. Dynamic Logic and Decision-Making

Not all approvals follow the same path. Flow Approval Processes allow you to use decision elements to create conditional paths based on specific criteria. For example, if a contract exceeds a certain dollar amount, it might require additional approvals from senior management.

4. Email Notifications and Work Guides

Approvers receive email notifications with links to the records they need to review. They can either click the link to access the Work Guide in Salesforce or reply directly to the email with keywords like “Approve” or “Reject” to complete their action.

5. Scalability and Flexibility

Whether you’re a small business or a global enterprise, Flow Approval Processes scale with your needs. They’re available in Enterprise, Performance, Unlimited, and Developer Editions, as well as in Government Cloud and Government Cloud Plus.

6. Brand New UI and Audit Trail

Flow Approval Process brings a new lightning app to your Org titled Approvals. Every Step and Stage are well documented in the new data model that comes with the new functionality using objects, such as Approval Submissions, Approval Submission Details, Approval Requests and Approval Work Items.

When to Use Flow Approval Processes

Flow Approval Processes are particularly useful in scenarios where:

1. Multiple Approvers Are Involved: When approvals require input from several people in a specific order.

2. External Stakeholders Are Part of the Process: When approvals involve partners, vendors, or customers outside your organization.

3. Complex Logic Is Required: When different conditions or criteria determine the approval path.

4. Time Zones and Availability Are a Factor: When approvers are located in different regions or have varying schedules.

Get Started with Flow Approval Processes

✅ Step 1: Understand the Requirements

Before getting into building an approval orchestration, it’s essential to consult with stakeholders to understand the approval workflow’s requirements. What steps do you need to take? Who needs to approve what? Are there any conditional paths or external systems to consider?

✅ Step 2: Build the Approval Orchestration

Using Salesforce Flow, you can create an approval orchestration by defining stages and steps. 

Each stage can include:

Approval Steps: Assign tasks to users, groups, or queues.

Background Steps: Automate actions like updating records or sending notifications.

You can also use decision elements to create conditional paths based on specific criteria.

✅ Step 3: Add the Work Guide Component

Before activating your approval orchestration, an admin adds the Flow Orchestration Work Guide Lightning App Builder component to the page layout for the record type under review. This component provides approvers with a centralized interface to view and complete their tasks.

✅ Step 4: Test and Activate

Once you build your orchestration, thoroughly test it to ensure it works as expected. After testing, activate the orchestration to make it available for use.

Key Concepts to Know

• Approval Orchestration: A sequence of stages and steps designed to review and approve a record.
• Approval Submission: The process of submitting a record for approval, which triggers the associated approval orchestration.
• Approval Work Item: Task assigned to an approver as part of an approval step.
• Orchestration Run: An approval orchestration executes for a specific record.=

Build a Simple Flow Approval Example

🚨Use case 👇🏼

A multinational company uses Flow Approval Processes to manage opportunities with an amount larger than $10 million, ensuring that the high amount opportunities are checked and approved by management. This ensures that proper reviews are completed before the sales and forecast reports are distorted with unrealistic sales pipeline items. Create a task related to the opportunity that shows the record has been approved.

Orchestrations are automations that stitch together flows. Therefore you need to prepare your flows first.

1. Create the approval screen flow that will be displayed on the lightning record page work item component. Use the Approvals Workflow: Evaluate Approval Requests flow template in your Org to create your flow. You can leave the design mostly unchanged. Give your flow a label and save and activate. If you create your own modified version, you will need to create and populate these standard output variables:
   • approvalDecision – A text output variable populated with ‘Approve’ or ‘Reject’ depending on the outcome.
   • approvalComments – A text output variable that will hold the freeform comment entry by the user.
2. Create an autolaunched flow that will create the task. Define two input variables, save and activate your flow:
   • Opportunity Id Variable – Opportunity Id for the record that triggered the orchestration for the approval
   • Description Variable – The input variable to assign a value to the task description. You can pass the approval comments into this variable.
3. Build a Record-Triggered Approval Orchestration from scratch. Trigger your orchestration when a new opportunity record is created with an amount greater than $10 million. Remember to keep the checkbox set to true for record locking. You can choose to customize the email communication that goes to the users. Your orchestration should look as follows.

Save and activate your orchestration and test it in your sandbox environment before full deployment.

Here are a few screenshots that show how the approval looks in your Org.

This slideshow requires JavaScript.

Troubleshooting and Management

Handling Failed Submissions

If an approval submission fails, the associated orchestration run also fails, and the system sends a fault email. To troubleshoot, review the details in the fault email and check the orchestration run logs.

Managing Submissions and Work Items

Use list views to manage approval submissions and work items. You can recall a running submission or reassign incomplete work items to another user.

Deploying Your Approval Orchestration

After designing and testing your approval orchestration, deploy it. Inform all stakeholders about the new process and provide training if needed. Monitor the orchestration’s performance and make adjustments as needed to optimize efficiency.

Conclusion

Salesforce Flow Approval Processes are a game-changer for businesses looking to improve their approval workflows. By automating multi-step, multi-user processes, you save time, reduce errors, and handle approvals consistently and efficiently.

Additionally, whether you’re managing vendor contracts, employee expenses, or marketing campaigns, Flow Approval Processes provide the flexibility and scalability you need to keep up with your growing business.

Ready to get started? Explore this Flow Approval Processes link to learn more about the limitations and capabilities in Salesforce’s official release documentation. Looking for a course on the subject? Flow Canvas Academy opened a NEW Flow Approvals Crash Course. Check it out HERE.

Watch the demo on the Salesforce Break YouTube channel 👇

Explore related content:

Transform Element Now Supports Join Collections

Top 7 Salesforce Spring 25 Flow Features

How To Use Custom Permissions In Salesforce Flow

Start Autolaunched Flow Approvals From A Button

TDX 2025 News: Salesforce Agentforce 2dx and AgentExchange

#ApprovalProcesses #LowCode #Orchestration #Salesforce #SalesforceAdmins #SalesforceDevelopers #SalesforceTutorials