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Ravi Kumar 259Ravi Kumar 259 

What is Dynamic Approval process

PratikPratik (Salesforce Developers) 
Hi Ravi,

Here you go:


NagaNaga (Salesforce Developers) 
Hi Ravi,

Dynamic approval process is used to route approval requests to users listed in lookup fields on the record requiring approval. In this, approver names are defined dynamically from an object.

I would suggest you to go through the following content to have a better understanding of Dynamic Approval process:





And if you want to acheive this functionality through APEX, then please follow the link below


Naga Kiran
Ajay K DubediAjay K Dubedi
Hi Ravi,
Dynamic Approval Process in Salesforce: Allocate the approvers dynamically to the record. Populate the approvers in the user lookup fields in the record.
In the static approval process, we have to define the approvers in the approval process. Meaning whenever the record matches the approval process condition and approval process fires and associate the record to the approver which we define an approval process.
Always we cannot achieve business criteria with the static approval process, meaning we have conditions like the record should be routed to different approvers based on region, country or with some other criteria. We have to write one static approval process for each condition.
The steps for dynamic approval routing are:
1. Create lookup fields on the object being approved.
2. Create a custom object that will be used as an approval matrix.
3. Populate the approval matrix.
4. Create Apex code to fill in the lookup fields on the record, from the approval matrix.
5. Create or update an approval process to utilize the new lookup fields.
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Ajay Dubedi