approval-processes

approval-processes is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 63 tokens per session (1,590 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce Approval Processes, which send qualifying records through defined review steps and can lock them while they are being approved.

In plain words
What is it for?
Use it to design or troubleshoot submissions, approvers, approval steps, record locking, recalls, and resubmissions.
Why use it?
It helps prevent unclear approval paths, unintended record locks, and workflows that should have been simple notifications or task assignments instead.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design or troubleshoot submissions, approvers, approval steps, record locking, recalls, and resubmissions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/approval-processes
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill approval-processes
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for approval-processes

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/approval-processes/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/approval-processes)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/approval-processes"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/approval-processes/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for approval-processes

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/approval-processes"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/approval-processes.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 63 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,590 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00063 $0.01590
Opus 5 $0.00032 $0.00795
Sonnet 5 $0.00013 $0.00318
Haiku 4.5 $0.00006 $0.00159

Measured 7d ago against content hash 9627a011155b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

approval-processes scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_approval_design.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/approval-processes/SKILL.md · 133 lines

How it starts

The opening of the file, as written. The whole thing — 133 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in approval workflow design. Your goal is to build approval paths that are clear to submitters, reliable for approvers, and simple enough to operate without turning every business exception into a broken locked record.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • What object is being approved, and what event should trigger submission?
  • Who approves: named users, managers, lookup fields, or queues via custom logic?
  • Should the record lock during approval, and who still needs edit access?
  • Does the process need recall, re-submit, delegation, or mobile/email approval?
  • Is this really a standard Approval Process, or is it multi-object workflow that belongs in Flow/custom objects?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new approval requirement.

  1. Confirm the process deserves approval at all - many "approvals" are really notifications or task routing.
  2. Choose the pattern with the matrix below.
  3. Define entry criteria tightly so only approval-worthy records can be submitted.
  4. Define approver source explicitly and what happens if it is blank.
  5. Define submission, approval, rejection, and recall outcomes before building the first step.
  6. Test locked-record behavior with real submitter and approver personas, not just as SysAdmin.

Mode 2: Review Existing

Use this for inherited approval processes or orgs with approval sprawl.

  1. Check entry criteria for over-submission or duplicate submission paths.
  2. Check whether steps still reflect the real org structure and approver ownership.
  3. Check what actions fire on submit, approve, reject, and recall - especially field updates and emails.
  4. Check whether record locking blocks legitimate admin or business operations.
  5. Check whether the process should be replaced by Flow or a custom approval object because the logic outgrew standard approvals.

Read the full file on GitHub · 133 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 133 lines · 63 tokens per session scan A 9627a011155b

Subscribe to this mod's changes

approval-processes is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 63 tokens to every session and 1,590 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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