سؤال

The SalesForce Approval Process goes through steps. For each step user can "Approve" / "Reject" it. Is there any way that when it goes to step, a web service can expose it and someone from outside can approve it or reject it without entering into SalesForce?

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نصائح أخرى

Yes and no.

It's easy (if a bit tedious) to expose info about currently pending approvals. Easiest way is to run the report stored under "Administrative Reports", you can also examine & query ProcessInstance* tables.

It's easy to salvage the usage of Approval class to create Apex code that can be used to approve/reject from sample unit test: http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_process_example.htm

So you should have all the tools to build a webservice that displays them & lets you approve. The problem is that if you'll use hardcoded credentials of "integration user" it will be displayed as actual approver everywhere instead of designated user. And if they have to provide their credentials to your other website - that's almost as tedious as logging in to SF, you might just build a Visualforce page for them ;)

Read the docs about approval processes, there's also an option to approve by replying to the notification email with "YES" in the body and this one-time mailbox will do all the magic.

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