Approval Processes are designed specifically for routing records through a series of reviewers for formal approval. In this use case, an employee’s time-off request must be routed to their manager. This is a classic example of a business requirement that is best met using an Approval Process.

An Approval Process allows you to:

Define entry criteria.

Route records to approvers.

Define approval steps and automated actions.

While Process Builder and Flow can be used to trigger the submission, the actual approval logic is handled by the Approval Process.

Incorrect Options:

A. Process Builder: Can trigger the approval process but is not the tool used to define the approval logic.

C. Workflow Rules: Do not support approval routing.

D. Flow Builder: Could be customized to mimic approval logic, but Salesforce provides a purpose-built solution: Approval Processes.

Reference Extracts from Salesforce Help Documentation on Approval Processes:

“Use approval processes to automate how records are approved in Salesforce.”

“A typical use case includes time-off requests, expenses, or deal discounts.”

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