Salesforce Flow Approval Masterclass
Last updated 11/2025
Duration: 1h 41m | .MP4 1280x720 30 fps(r) | AAC, 44100 Hz, 2ch | 1.09 GB
Genre: eLearning | Language: English
Last updated 11/2025
Duration: 1h 41m | .MP4 1280x720 30 fps(r) | AAC, 44100 Hz, 2ch | 1.09 GB
Genre: eLearning | Language: English
Autolaunched and Record-Triggered, Serial and Parallel Approvals
What you'll learn
- Understand the capabilities of the new orchestration-based Salesforce Flow Approvals
- Learn how to build autolaunched and record-triggered approvals
- Build serial and parallel approvals
- Lern how to set up user, group, queue and variable resource approvers using custom metadata
- Customize Email Communications
- Recall Paths
- Approval Flow Actions
- Debug Approval Processes
Requirements
- No prerequisites, my flow course is recommended
Description
Hello and welcome to Salesforce Flow Approvals Masterclass! I'm your instructor, Andy Engin Utkan, and I'm thrilled to guide you through one of Salesforce's most exciting features: Flow Approval Processes.
You might be asking, "Why is everyone talking about Flow Approvals?" If you've ever set up an approval process in Salesforce using the old tool, you know it was pretty bad. It hadn't been updated for a very long time, and administrators have been asking for a revamp for years. Salesforce listened, and with the Spring '25 release, they delivered a brand new, powerful, and flexible tool!
Traditional approvals were limited. They often required AppExchange solutions or paid alternatives for enhanced functionality, like advanced approvals for CPQ. Now, Flow Approvals are here to replace them, offering a modern, flexible, and future-ready way to manage your business processes.
And here's the best part: these new Flow Approvals are entirely free! Unlike regular orchestrations which are usage-based after 600 runs per year, Flow Approvals are based on a different type of orchestration that doesn't deduct from your usage-based entitlements. They are a big win for businesses looking to improve their approval workflows.
In this comprehensive course, we'll cover:
The basics of Flow Approval Processes.
How to build multi-step approvals with the Flow Builder.
Record-triggered and autolaunched approval orchestrations.
Improving user experience with page layouts and email approvals.
Advanced strategies like recall paths and error handling.
And finally, how to troubleshoot and follow best practices.
By the end of this course, you'll have the confidence to handle any approval challenge and keep your org's processes modern and flexible. Let's go!
Who this course is for:
- Salesforce Users with Basic Admin and Flow Skills
- Salesforce Admins
- Salesforce Developers
More Info