The highly anticipated Salesforce Spring ’25 release is here, bringing with it a game-changer for how organisations manage approvals. Gone are the days of rigid approval workflows that only allowed specific naming of approvers. Salesforce’s new Flow types are designed to handle the more varied and real world scenarios we see within our businesses.
What’s New and How Does it Benefit You?
Let’s dive into the core enhancements that will empower your operations:
- Launch Approvals that make sense to approvers and requestors: Historically, Salesforce offered the ‘Submit for Approval’ button out of the box and as we know this was not directly customizable to a business need. Much of the ability to customize this process was a dark art. With the new approval functionality, we can leverage the power of Flow, custom buttons and lightning page layouts to deliver a truly tailored and optimized experience. Ever wanted to ask the user for additional information that actually supports your ability to approve during submission? Ever wanted to validate the approver was in the building for a quick turnaround, or choose an alternative approver based on real time data? It’s all possible with the new approval tool.
- Trigger approvals at the right time and prompt when needed: Record triggered approvals appear when they should. You won’t need to rely on users to hit submit. Approvers will be notified at the right time based on a stage change or a data capture moment. Don’t worry, you can still require a user prompt as mentioned above, but if/when needed you can let Salesforce do the heavy lifting.
- Sophisticated Stage and Step Management: The real power of these new Flow types lies in their ability to define clear stages and steps. This provides unprecedented control over your approval hierarchy:
- Multi-step Processes: Design complex approval paths with multiple steps within each stage, and trigger those stages based on the system data you choose. With the approvals now being Flow based, we have access to a much wider set of data to act upon
- Sequential or Parallel Execution: Choose whether steps run one after another or simultaneously, optimising for speed or thoroughness. Those of you familiar with CPQ Advanced Approvals will know this was a big selling point of the solution. Now it’s standard!
- Embed Existing Flows to support your approvals: You can even embed other Screen Flows (for user interaction) or Autolaunched Flows (for background automation) within these stages, creating truly comprehensive workflows that not only provide guardrails but support complex follow on action
- Customisable Entry Criteria: Set precise conditions for when an approval step should begin, ensuring the right people are involved at the right time.
A Xenogenix Advantage
At Xenogenix, we are incredibly excited about these new Flow Approval Orchestration capabilities. They provide us with even more robust tools to design, implement, and refine custom solutions tailored to your unique business requirements. Whether you’re looking to simplify expense approvals, automate contract sign-offs, or streamline complex project initiations, these new features offer the flexibility and power to achieve your goals.
Ready to Optimise Your Approvals?
The Salesforce Spring ’25 release brings a new era of approval management. Get in touch with us today to discuss how these powerful new features can be leveraged to further optimise your Salesforce environment, reduce bottlenecks, and drive greater operational efficiency. Let’s unlock the full potential of your Salesforce investment together!