Salesforce - Submit record for approval action

This action submits a record for approval in Salesforce. This action is equivalent to clicking Submit for approval on a record in Salesforce.

An Invoice record submitted for approval

Input

Input fields	Description
Approval process	Select an approval process from the drop-down. Alternatively, use the drop-down menu to select Use process definition unique name or ID and enter the unique name (for example, Invoice_discount_approval) or ID (for example, 04a1K000000PnvP) of the process. The unique name and ID are available on the Salesforce Approval process page.
Record ID	Enter the ID of the record to submit for approval. You can use a datapill from a previous step where a Salesforce record is created or updated.
Approver ID	Enter the Salesforce ID of an approver. This is required if the process is not auto-approved and if an approver is not selected by default.
Submitter ID	Enter the ID of the user to associate with the submission.
Comments	Enter comments to include with the submission.

The Submit record for approval action

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 processed successfully.
Errors	An object containing any errors that occurred.

After Workato submits the record, its approval status in the Salesforce Approval History becomes Pending.