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sf-approval-processes

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Design and automate Salesforce approval workflows

Software Engineering#workflow#deployment#metadata#flow#salesforce#apex#approval-processes
Authorjiten-singh-shahi
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Helps teams design, implement, and troubleshoot Salesforce multi-step approval processes so records are routed, locked, and updated reliably during approvals and rejections.

Core Features & Use Cases

  • Architecture guidance: Entry criteria, step routing, parallel vs unanimous approvals, and delegation patterns.
  • Apex integration: Sample Apex for submitting records, approving/rejecting work items, and querying approval history and pending work items.
  • Flow integration & deployment: Guidance for Submit for Approval Flow elements, Spring '26 Integrated Approval Screen, and metadata packaging for deployment.
  • Use Case: Implement a discount approval flow that locks records during review, escalates by amount, and updates status on final decision.

Quick Start

Submit a given Salesforce record for approval, include reviewer comments, and return the approval instance ID and current status.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: sf-approval-processes
Download link: https://github.com/jiten-singh-shahi/salesforce-claude-code/archive/main.zip#sf-approval-processes

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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