Building Effective Approval Processes

Abstract

When I introduced the previous chapter on validation rules, I made the shocking statement that users of your system are not always perfect; they don’t always behave as expected and they occasionally make mistakes. To help combat a loss of data integrity and prevent general, widespread chaos throughout your org, we reviewed how to build validation rules to disallow error conditions. It’s an excellent skill to have. However, the scenarios you’ll encounter in the real world are not always so cut and dried. While certain conditions can be established in advance as invalid and blocked via validation rules, some conditions still require that special human touch. That’s where approval processes come into the picture.