sf-approval-processes

You can submit a Salesforce approval process via Apex using the ProcessSubmit method to route records, include reviewer comments, and return the approval instance ID with its current status.

Designing multi-step Salesforce approval processes requires defining entry criteria, configuring parallel or unanimous step routing, establishing delegation patterns, and setting rules for record locking and status updates upon final decision.

Yes, you can integrate Salesforce approval processes with Flow using Submit for Approval Flow elements and the Spring '26 Integrated Approval Screen to manage submission actions and approval routing visually.

Query pending Salesforce approval work items by querying ProcessInstance and ProcessInstanceWorkitem records, and use Apex ProcessWorkitem methods to approve or reject the targeted pending items.

Deploy existing Salesforce approval process definitions by packaging the approval process metadata and deploying it to the target org, ensuring all process definitions are already present and configured correctly.

Salesforce records are locked during an approval process to prevent editing while under review, and you can manage this locking behavior through architecture guidance and Apex-driven approve or reject flows.