Salesforce - Approve record in approval process action

This action approves a Salesforce record and triggers all steps in the approval process.

For example, steps in the approval process can lock the record, update fields, send an outbound message, or send an email. This action also triggers the Salesforce 'Final approval actions' if they are configured. Refer to the Salesforce approval process guide for more information about approvals.

The following example shows the Approval field automatically updating to Accepted when a record is approved in Workato:

An approved record

Input

Input fields	Description
Record ID	Specify the Salesforce ID of the record and the approval process. You can use the drop-down menu to toggle this field to Use approval request ID if a previous step already submits the record for approval. You can obtain this ID from other Salesforce actions, such as Search records.
Comments	Enter comments to include with the approval.

Approve record in approval process input configuration

Output

Output fields	Description
Record ID	The Salesforce ID of the record.
Status	The status of the record's approval.
Approval request ID	The Salesforce ID of the approval request.
Success	Indicates whether the record was approved successfully.
Errors	An object containing any errors that occurred.