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Posts Tagged ‘Approval Workflow’

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Navigating Content Workflow Excellence: Sitecore vs. Content Hub

In the dynamic realm of content management, workflow management emerges as the linchpin to ensure that the right content finds its way to the right audience at precisely the right moment. Workflow systems are indispensable for streamlining content creation, review, and publishing processes, ensuring efficiency and accuracy. In this blog post, we’ll delve into the […]

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Effortless Approvals: A Guide to Using Approval Processes within Salesforce Flows

Introduction: In today’s fast-paced business landscape, organizations rely heavily on efficient processes to ensure smooth operations and consistent growth. Salesforce, a leading customer relationship management (CRM) platform, empowers businesses with tools to automate and optimize their operations. One such tool is the Approval Process, a powerful feature that, when integrated with Salesforce Flows, can revolutionize […]

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Multi-Step Approval Process in Salesforce using Standard Setup Wizard.

The approval process in Salesforce is a very important topic and it plays a very important role for the approval of records before it comes to the actual processing. In this blog, we are going to learn the approval process very better with the help of real-time scenarios. So, let’s get started. This is the […]

Streamline Your Sales Process: A Beginner’s Guide to Building Approval Processes in Salesforce

The approval process in Salesforce is a systematic workflow designed to streamline and manage the approval of various business processes within an organization. It helps to make critical decisions, approve sales discounts, contract approvals as well as many such kinds of requests that need to be approved before coming into process. With the approval process […]

Cloud Procurement Approval Management

Cloud Procurement offers a new interface defining approval workflow for Requisitions, Purchase Documents (Order, Blanket, Contract) and Supplier Management. Approval rules are managed in a user friendly interface that integrates back-end Business Process Management (BPM) while keeping a logical and complete setup in front of the user. While relatively simple to define rules in Approval […]

Send a Flow Approval to a SharePoint Group’s Members

Out of the box Microsoft Flow does not currently support getting the members of a SharePoint group. This makes it difficult to utilize existing groups that outdated SharePoint Designer Workflows would use. This leaves two options for a flow creator, A) create a custom list to track approvers, or B) set static emails in the […]

Nintex 2013: Sequential Approval Workflow

I had a recent request from a client to create a workflow that would only create approval task in the order that the approvers were listed. This allows the approval tasks to be created one at a time rather than all at once, and if a single approver breaks the chain, we can either break […]