Design Dynamic Approvals That Can Scale
Salesforce, Wednesday, August 26th, 2026
Salesforce presents a metadata-driven approvals pattern using custom metadata, Apex, Flow and Flow Orchestration.
Every time the business changes an approval rule, someone has to change the automation behind it: a threshold moves or an approver chain gains a step, and the request lands on the platform team's backlog to open the flow, add the branch, create a new version, regression-test and deploy.
Salesforce argues that approval rules are inherently dynamic from a business perspective while traditional approval processes are static, which guarantees this friction.
The post presents an extensible pattern for a metadata-driven approvals solution using custom metadata, Apex, Flow and Flow Orchestration, so rule changes become configuration rather than development.