Create Salesforce Approval Process
sf_create_approval_processCreate or update Salesforce approval processes via Metadata API. Define submitters, approval steps, approvers, entry criteria, and approval/rejection outcomes.
Instructions
Creates or updates a Salesforce Approval Process via the Metadata API. Define who can submit, approval steps with approvers, entry criteria, and what happens on approval or rejection.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Human-readable label, e.g. 'Large Deal Approval Process' | |
| active | No | Activate immediately (warning: cannot change steps after activation) | |
| objectName | Yes | Object API name, e.g. 'Opportunity' or 'Leave_Request__c' | |
| allowRecall | No | Allow submitters to recall approval requests | |
| description | No | Description of the approval process | |
| processName | Yes | API name of the process, e.g. 'Large_Deal_Approval' | |
| entryFormula | No | Formula records must satisfy to enter this process | |
| approvalSteps | Yes | Ordered list of approval steps | |
| emailTemplate | No | Email template for approval notifications, e.g. 'unfiled$public/ApprovalEmail' | |
| allowedSubmitters | Yes | Who can submit: [{type:'owner'}] or [{type:'role', submitter:'SalesRep'}] | |
| finalApprovalLock | No | Lock record after final approval | |
| recordEditability | No | Who can edit locked records during approval | AdminOnly |
| finalRejectionLock | No | Lock record after final rejection | |
| entryFilterCriteria | No | Filter criteria alternative to entryFormula |