In the world of Salesforce automation, approvals play a critical role in maintaining control, accountability, and operational flow.
While standard approval processes have served businesses well for years, they can often feel restrictive or overly rigid. Salesforce’s Approval Orchestration changes the game by offering a highly customizable and dynamic way to manage complex approval scenarios within your org.
Approval Orchestration is created using Flow Builder, Salesforce’s powerful low-code automation tool. This means you’re no longer confined to a fixed, linear approval path. Instead, you can create multi-step, branched, or even parallel approval routes that adapt to your unique business logic. This flexibility allows you to automate approvals in a way that mirrors the real-world decisions your teams make every day.
One of the standout benefits of Approval Orchestration is the ability to use dynamic logic to determine the right approvers and steps. You can assign approvers based on user roles, record data, or even custom criteria. Whether you’re routing a high-value deal to finance, escalating a service exception to legal, or looping in compliance for regulated products-every step can be configured to match your process perfectly.
You also gain advanced control over timing and exception handling. You can add time-based actions, like sending reminders or escalating if no action is taken, and even allow certain users to reassign or reject at specific points. These conditional capabilities ensure nothing falls through the cracks and approvals stay on track without manual intervention.
Beyond technical flexibility, Approval Orchestration enhances transparency. Stakeholders can see exactly where an approval stands and who it’s waiting on, which cuts down on back-and-forth and improves accountability. This is especially valuable in cross-functional teams or organizations with multiple layers of review, where visibility is key to maintaining momentum.
What’s even more exciting is the ability to integrate orchestrations with other platforms and channels. Send approval requests via Slack, generate notifications in real time, or launch orchestrations based on external triggers from APIs or third-party systems. Salesforce provides the backbone, but your business drives the logic-and that’s where real innovation happens.
For more information on how to build this powerful new feature. Please see this video Brand New Salesforce Flow Approvals – Spring 25
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