Salesforce Automation

Salesforce Automation Approvals API

Approval process management and submissions

Documentation GitHub OpenAPI

Documentation

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_limits.htm

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/authentication.htm

https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/

https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/quick_start.htm

https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/

https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/

https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_overview.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_rate_limits.htm

https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_composite.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_intro.htm

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_restrequest.htm

Specifications

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/openapi/salesforce-automation-approvals-api-openapi.yml

Schemas & Data

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/json-schema/salesforce-automation-flow-schema.json

Other Resources

https://raw.githubusercontent.com/api-evangelist/salesforce-automation/refs/heads/main/json-ld/salesforce-automation-context.jsonld

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/rest_rns.htm

PostmanCollection

https://www.postman.com/salesforce-developers/workspace/salesforce-developers/overview

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_best_practices.htm

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_intro.htm

Flow Object Reference

https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_flow.htm

https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference.htm

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_what.htm

https://trailhead.salesforce.com/content/learn/modules/change-data-capture/understand-change-data-capture

Standard Actions Reference

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_standard.htm

Custom Actions Reference

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_custom.htm

https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_flow.htm

Launch a Flow from REST API

https://help.salesforce.com/s/articleView?id=sf.flow_distribute_system_rest.htm&language=en_US&type=5

Developer Guide

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_composite_resources.htm

Composite Batch

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_batch.htm

Composite Graph

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_resources_composite_graph.htm

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_samples.htm

OpenAPI Specification

openapi: 3.1.0
info:
  title: Salesforce Analytics (CRM Analytics) REST Actions Approvals API
  description: REST API for accessing and managing CRM Analytics (formerly Tableau CRM / Einstein Analytics) resources including datasets, lenses, dashboards, and dataflows. Enables programmatic access to analytics metadata, query execution, and dashboard management. Uses the Wave API resource at /services/data/vXX.0/wave.
  version: '63.0'
  contact:
    name: Salesforce Developer Support
    url: https://developer.salesforce.com/support
    email: developer@salesforce.com
  license:
    name: Salesforce API Terms of Use
    url: https://www.salesforce.com/company/legal/agreements/
servers:
- url: https://{instance}.salesforce.com/services/data/v63.0/wave
  description: Salesforce production or developer instance
  variables:
    instance:
      default: yourInstance
      description: Your Salesforce instance identifier
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Approvals
  description: Approval process management and submissions
paths:
  /process/approvals:
    get:
      operationId: getApprovalProcesses
      summary: List approval processes
      description: Returns a list of all approval processes defined in your org, along with their associated metadata.
      tags:
      - Approvals
      responses:
        '200':
          description: List of approval processes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApprovalProcessList'
    post:
      operationId: submitForApproval
      summary: Submit a record for approval
      description: Submits a record for approval, approves, or rejects an approval request. Supports specifying next approvers, comments, and skipping entry criteria.
      tags:
      - Approvals
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ApprovalRequest'
      responses:
        '200':
          description: Approval action result
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApprovalResult'
components:
  schemas:
    ApprovalProcessList:
      type: object
      properties:
        approvals:
          type: object
          additionalProperties:
            type: array
            items:
              type: object
              properties:
                description:
                  type:
                  - string
                  - 'null'
                id:
                  type: string
                name:
                  type: string
                object:
                  type: string
                sortOrder:
                  type: integer
    ApiError:
      type: object
      properties:
        message:
          type: string
          description: A human-readable description of the error
        errorCode:
          type: string
          description: The Salesforce error code (e.g., INVALID_FIELD, MALFORMED_QUERY, NOT_FOUND)
        fields:
          type: array
          items:
            type: string
          description: Fields that caused the error, if applicable
    ApprovalRequest:
      type: object
      properties:
        requests:
          type: array
          items:
            type: object
            required:
            - actionType
            properties:
              actionType:
                type: string
                enum:
                - Submit
                - Approve
                - Reject
                description: The approval action to perform
              contextActorId:
                type: string
                description: The ID of the user submitting, approving, or rejecting the request
              contextId:
                type: string
                description: The ID of the record to submit for approval
              comments:
                type: string
                description: Comments to attach to the approval action
              nextApproverIds:
                type: array
                items:
                  type: string
                description: IDs of the next approvers if manually specifying
              processDefinitionNameOrId:
                type: string
                description: The name or ID of the approval process to use
              skipEntryCriteria:
                type: boolean
                description: Whether to skip entry criteria evaluation
    ApprovalResult:
      type: object
      properties:
        actorIds:
          type: array
          items:
            type: string
        entityId:
          type: string
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ApiError'
        instanceId:
          type: string
        instanceStatus:
          type: string
        newWorkitemIds:
          type: array
          items:
            type: string
        success:
          type: boolean
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://login.salesforce.com/services/oauth2/authorize
          tokenUrl: https://login.salesforce.com/services/oauth2/token
          scopes:
            api: Access and manage your Salesforce data
            wave_api: Access CRM Analytics REST API resources
    bearerAuth:
      type: http
      scheme: bearer