Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this episode, we’ll be setting up a simple approval process directly in Flow. If you’ve ever used classic approval processes, you know how manual and complex they can be. Luckily, we now have flow approval processes, a game-changing alternative that lets you build approvals right into your automations so key records are reviewed by the right people, every time.
It’s faster, easier, and a win-win for everyone involved:
- For admins, you can automate approvals from record-change triggers.
- For users, the new approvals interface is streamlined and easy to navigate.
Watch now to learn how to build a record-triggered approval flow from scratch, configure your approval action, and test it in action—turning a manual review step into a fully automated process in minutes.
The post Salesforce Flow Approvals Made Easy | Kate Clicks Through It appeared first on Salesforce Admins.
