Jun 08, 2026
Salesforce Approval Processes: Design Decisions That Determine Whether They Hold Up
On a recent project, a sales rep at a telecom client submitted a deal with a 42% discount on a Friday afternoon — and the approving manager went offline for the weekend without a delegated approver configured. The record sat locked until Monday, the deal nearly lapsed, and no one could edit it. That one oversight is a useful frame for everything that matters when designing Approval Processes: entry criteria, routing logic, delegation, and what actually happens when someone hits Recall.
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