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Salesforce Approval Process | Guide on Approval Process in Salesforce


What is Salesforce approval process ?

Approval Process in Salesforce is an automated process that automates the approval of Salesforce records in your org. In Salesforce, an approval process is a series of steps that allow a record to be approved or rejected by a user, queue, or public groups. An approval process also specifies the actions to be taken when a record is approved, rejected, recalled, or submitted for approval for the first time.

For instance, when an employee requests time off, Salesforce should automatically send an approval request to the employee’s manager. 

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Why the salesforce approval process?

Salespeople are frequently required to confirm their transactions with internal departments (for example: legal, accounting).

Typically, it entails sending numerous emails to various people, after which you must ensure that it is confirmed.It’s no secret that this process could take a long time.As a result, Salesforce created a built-in approval process that you can use to automate approval requests.Once configured, you can request approval with the click of a button.

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Steps for approval process in salesforce:

Here are the important steps in the salesforce approval process. They are:

  • Setup -> Create -> Workflow and Approval -> Approval Process
  • Select object for approval process to be written
  • Click on Create New Approval Process
  • Select Standard Setup Wizard from drop down
  • Enter the Process name, Unique Name and description for your process
  • Specify Entry criteria 

Salesforce approval process example:

The following are the sections that must be configured in the salesforce approval process:

  • Process Definition Detail – Approval Process Header level information such as name, email template, and so on.
  • Initial Submission Actions – It would be executed whenever the customers click on the object record’s ‘Submit for Approval’ button.
  • Approval Steps – Specifics on the Steps criteria and approvers
  • Final Approval Actions – It will be carried out once all of the approval process steps have been approved.
  • Final Rejection Actions – This action will be taken if one of the approval process steps is rejected.
  • Recall Actions – This will be carried out if one of the approval process steps is recalled.

Create an Approval Process:

Let’s create an approval process in which the sales manager approves possibilities with a total opportunity value greater than $500,000. The opportunity’s approval status should be reflected: Approved or Rejected.

Planning:

Carefully plan ahead of time before you begin configuring the Approval process in Salesforce, as this will allow you to design the approval process in the most efficient manner. Preparation entails the following steps:

  • creation of mandatory fields
  • Determine the object for the Approval procedure.
  • Final Approval of the Email Template Actions such as unlocking the record or changing the record’s status

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Creating approval process:
  • Log in to Salesforce; however, if you are already logged in, you can skip this step.
  • To Manage Approval Processes, go to Setup and search for ‘Approval Process’ in Quick Find, or go to ‘Create’->Workflow & Approvals -> Approval Process. For, choose Opportunity.

Create an Approval Process

  • Select Create New Approval Process | Use Jump Start Wizard from the drop-down menu.
  • By making some decisions for you, the Jump Start Wizard assists you in creating a simple approval process.
  • Set up the approval procedure.

Set up the approval procedure

  • Keep the approval process in mind.
  • View the Approval Process Detail Page by clicking the View Approval Process Detail Page button.
  • Click Add New | Field Update under Final Approval Actions and fill in the blanks with these values.

Field Update under Final Approval

  • Then click on the save option.
  • Under Final Rejection Actions, tap Add New | Field Update and fill in the blanks with the following principles.
  • Click on save.so that your approval process has been successfully configured.

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Approval Actions:

In the preceding example, we only used ‘Field Update.’ I’d like to go over Approval Actions in more detail, such as Final Approval Actions and Final Rejection Actions, which include:

Task – If a job is selected, the user will input a task for a record, such as Opportunity, once the application process has indeed been approved/rejected.

If an Email Alert is selected, the message will be displayed via email once the approval process has been approved or rejected.

Field Update – You already saw an example within the preceding section, but once the approval process has indeed been approved/rejected, the framework would then update the field towards the specified value.

Outbound Message – This will assist in notifying third-party systems. Consider a scenario in which you would like to inform the derived or provisioning system of the approval results; for instance, once orders are approved, begin generating bills; this will assist you in meeting the requirement.

Approval Actions

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Email to approve request:

We can configure the approval process via email; to allow email approval response, follow the directions below.

Setup -> Process Automation Settings -> Enable Email Approval Response checkbox, and then click Save.

Some words could be used in the first line of a response to an approval request with periods or exclamation marks. Approved, Approved, and Yes are used for approval, while Reject, Rejected, and No are used for rejection.

Conclusion:

In the above blog post we had discussed the salesforce approval process steps in depth. Had any doubts drop your queries in the comments section to get them clarified.

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SCCM discovery methods | Types of Microsoft SCCM discovery methods


What are SCCM Discovery Methods?

SCCM is required to find gadgets before it can handle them. It’s not compulsory to find PCs, on the off chance that you physically install the customer, it will show up in the console and it tends to be executed properly. The issue is that on the off chance that you have a thousand PCs, it tends to be a particular interaction. By utilizing Active Directory System Discovery, every one of your PCs will appear in the console, from that point you can decide to install the customer utilizing different SCCM techniques. Obviously in the event that you require data about your client and gatherings, you have to design User and Group discovery, it’s the best way to acquire this data SCCM. 

Why SCCM discovery methods?

The discovery recognizes PC and client assets that you can handle utilizing Configuration Manager. It can likewise find the organization framework in your environment. Discovery makes a discovery data record (DDR) for each found item and stores this data in the SCCM data set. At the point when a resource is found the data about the asset is placed in a document that is alluded to as a DDR. DDRs are handled by site servers and get into the SCCM database. From that point they are repeated by database replication with all destinations. 

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Types of SCCM Discovery Methods

There are six types of Discovery Methods that can be arranged. Every one focuses on a particular item type (Computers, Groups, Users, Active Directory) : 

1. Active Directory System Discovery

Finds PCs in your association from indicated areas in Active Directory. To push the SCCM customer to the PCs, the resources should be found first. You can indicate to find just PCs which have signed on to the area in a given timeframe. This choice is valuable to avoid old PC accounts from Active Directory. You likewise have the choice to get custom Active Directory Attributes. This is helpful if your association stores custom data in AD.

  • Open the SCCM Console
  • Go to Administration / Hierarchy Configuration / Discovery Methods
  • Right-Click Active Directory System Discovery and choose Properties

Active Directory System Discovery

  • You can enable the method by analysing Enable Active Directory System Discovery on the General tab.
  • Click the Star icon shown and choose the Active Directory container which you need to incorporate in the discovery process.

Active Directory container

  • Choose the frequency on which you require the discovery to occur on the Poling Schedule tab.
  • A 7 day cycle with a 5 minutes delta interval is usually applicable in most conditions.

Poling Schedule tab

  • You can choose custom ascribes to incorporate during discovery on the Active Directory Attribute tab. 
  • This is helpful on the off chance that you have custom information in the Active Directory that you need to use in SCCM. 

Active Directory Attribute

  • You can choose to find just records which have logged or refreshed their passwords since a particular number of days, on the Options tab. 
  • This is valuable if your Active Directory isn’t perfect. Utilize this to find great records.

Options tab

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2. SCCM Active Directory Group Discovery

Discovers groups from indicated areas in Active Directory. The discovery cycle finds local, worldwide or general security gatherings. At the point when you arrange the Group discovery you have the alternative to find the participation of distribution teams. With the Active Directory Group Discovery you can likewise find the PCs that have signed in to the space in a given timeframe. When found, you can utilize data for example, to make organization dependent on Active Directory groups. Be cautious while arranging this strategy : If you find a group that includes a PC object that isn’t found in Active Directory System Discovery, the PC will be found. On the off chance that automatic customer push is empowered, this could prompt undesirable customers PCs. 

To find resources utilising this methods :

  • Open the SCCM Console
  • Go to Hierarchy Configuration /Administration / Discovery Methods
  • Right-Click Active Directory Group Discovery and choose Properties.

Discovery Methods

  • You can enable the method by analysing Enable Active Directory Group Discovery on the General tab.
  • Click on the Add button on the bottom to include a particular location or a specific group.
  • If you discover a group which includes a computer object which is NOT discovered in Active Directory System Discovery, the computer would be discovered.

General tab

  • Choose the frequency on which you require the discovery to occur on the Poling Schedule tab.
  • A 7 day cycle with a 5 minutes delta interval is usually applicable in most conditions.

Poling Schedule tab

  • You can choose to find just records which have logged or refreshed their passwords since a particular number of days, on the Options tab. 
  • This is valuable if your Active Directory isn’t perfect. Utilize this to find great records.

the Options tab

3. Configuration Manager Active Directory User Discovery

Discovery process finds client accounts from determined areas in Active Directory. You additionally have the choice to bring custom Active Directory Attributes. This is valuable if your association stores custom data in AD about your clients. When found, you can utilize group data for instance to make client based arrangements. 

To find resources using this methods :

  • Open the SCCM Console
  • Go to Administration / Hierarchy Configuration / Discovery Methods
  • Right-Click Active Directory User Discovery and Choose Properties

Configuration Manager Active Directory User Discovery

  • You can enable the method by analysing Enable Active Directory User Discovery on the General tab.
  • Select the Star icon and choose the Active Directory container which you need to include in the discovery process.

Active Directory User Discovery

  • Choose the frequency on which you require the discovery to occur on the Poling Schedule tab.
  • A 7 day cycle with a 5 minutes delta interval is usually applicable in most conditions.

Enable Active Directory User Discovery

  • You can choose custom attributes to incorporate during discovery on the Active Directory Attribute tab.
  • It is useful if you have custom data in Active Directory which you need to utilise in SCCM.

delta interval

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4. Active Directory Forest Discovery

Finds Active Directory subnets and sites, and makes Configuration Manager limits for each site and subnet from the forests that have been arranged for revelation. Utilizing this discovery strategy you can naturally make the Active Directory or IP subnet limits which are inside the discovered Active Directory Forests. It is valuable in the event that you have various AD Site and Subnet, rather than making them manually, utilize this technique to do the work for you. 

To find assets utilizing this methods :

  • Open the SCCM Console
  • Go to Administration / Hierarchy Configuration / Discovery Methods
  • Right-Click Active Directory Forest Discovery and select Properties

custom attributes to incorporate

  • You can enable the method by analysing Enable Active Directory Forest Discovery on the General tab.
  • Choose the required options

Active Directory Forest Discovery

5. Heartbeat Discovery

HeartBeat Discovery operates on each customer and to refresh their discovery records in the database. The records (Discovery Data Records) are shipped off the Management Point in a determined span of time. Heartbeat Discovery can drive disclosure of a PC as another resource record, or could also repopulate the information record of a PC which was erased from the database. 

HeartBeat Discovery is empowered and planned to execute each 7 days. To find resources utilizing this strategies : 

  • Open the SCCM Console
  • Move to Hierarchy Configuration /  Administration / Discovery Methods
  • Right click the Heartbeat Discovery and choose Properties

Heartbeat Discovery

  • You can enable the technique by analysing Enable Heartbeat Discovery on the General tab.
  • Ensure that this setting is empowered and that the timetable operates less much of the time than the Clear Install Flag maintenance task.

Install Flag maintenance task

6. Network Discovery

The Network Discovery scans your network framework for network gadgets which includes an IP address. It can look through the spaces, SNMP tools and DHCP servers to discover the resources. It likewise finds gadgets that probably won’t be located by other discovery strategies. This incorporates printers, bridges, and routers. 

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 Conclusion

Configuration Manager utilizes an assortment of discovery strategies to assemble resource data and every one of the discovery techniques accumulates data about various items. You ought to comprehend its accessible configurations and restrictions to proficiently utilize a discovery technique. Hope this article assists you in understanding more about SCCM discovery methods.

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