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Activity › Forums › Salesforce® Discussions › What are the steps of Approval Process in Salesforce?

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  • Achintya

    Member
    September 5, 2019 at 5:37 AM

    1.Use Jump start wizard – (one-step approval process)

    2. Use the Standard setup wizard. (complex approval processes)

    2. Perform automation to get approval for records.

    3. Select the object (Std/Custom)

    4. Specify conditions

    6. select an email template

    7. Select the approvers

    Let submit choose the approver manually
    Automatically assign and approver using standard and custome hirarchy feild
    Automatically assign to queue
    Automatically assign to approvers
    Approve r reject based on 1st approvers
    Require unanimous approval from all selected approvers
    8.Select the field to display approval page layout

    9.Initial submission

    the task, Email alert, Field update, Outbound message

    add more action

    10.Approve

    Final approval Action

    11.Reject

    final rejection action

    12. Recall

  • [adinserter block='9']

  • Nikita

    Member
    September 5, 2019 at 5:44 AM

    Hi Laveena,

    Steps for approval process are

    1. Navigate setup -> Create -> Workflow & Approvals -> Approval Processes.
    2. Select Object for the new approval process.
    3. Click on  Create New Approval Process and choose Use Standard Setup Wizard from the drop-down button
    4. Enter the Process name, Unique Name and description for your process.
    5. Specify the Entry criteria.
    6.  When you define approval steps, you can assign approval requests to different users. One of your options is to use a user field to automatically route these requests. If you want to use this option for any of your approval steps, select a field from the pick list below. Also, when a record is in the approval process, it will always be locked– only an administrator will be able to edit it. However, you may choose to also allow the currently assigned approver to edit the record.
    7.  Define initial submission actions.New field update / email / task -> Conditions -> save.
    8.  Define approval steps.Manager step -> click on new approval step button -> provide the name -> all record should enter this step -> select approver manually and save.
    9.  Final approval steps.New field update / Task / Email according to the field provides the condition and save.
    10.  Final Rejection actions.New field -> provide the conditions and save.

    Once the salesforce approval process is activated no more steps can be added.

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