How to set up approval process in salesforce


Salesforce approval process

  • Navigate setup -> Create -> Workflow & Approvals -> Approval Processes.
  • Select Object for the new approval process.
  • Click on Create New Approval Process and choose Use Standard Setup Wizard from the drop-down button.
Salesforce Approval Process
  1. Setup -> Create -> Workflow and Approval -> Approval Process.
  2. Select object for approval process to be written.
  3. Click on Create New Approval Process.
  4. Select Standard Setup Wizard from drop down.
  5. Enter the Process name, Unique Name and description for your process.
  6. Specify Entry criteria.
Dec 16, 2019


Table of Contents

How many types of approval processes are there in Salesforce?

Salesforce approval process. Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria.

How to implement Salesforce successfully?

  • Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. …
  • Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. …
  • Get a 360-degree view of your customers. …

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. …
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

More items…

What is the best Salesforce implementation process?

  2. Recommendations
  3. Feeds

How do I create an approval process in Salesforce CPQ?

2:1713:09Approval Process in Salesforce: All You Need to Know – YouTubeYouTubeStart of suggested clipEnd of suggested clipOr click here to approve within Salesforce. So there’s two records through the physical deal recordMoreOr click here to approve within Salesforce. So there’s two records through the physical deal record that most users are used to seeing and entering the data then there’s the approval. Record which is

How do you make an approval process?

Steps for Creating an Approval ProcessIdentify potential requesters.Document required information needed to make approval judgment.Design the request form to capture all relevant information.Determine potential exceptions and handling procedures.Identify required approvers (individuals or groups).More items…

How do I add approval process in Salesforce flow?

Step 1: Create an Approval ProcessClick Setup.In the Quick Find box, type Approval Processes.Clicks on the Create New Approval Process | Use Standard Setup Wizard button.Select the Campaign object for Manage Approval Processes For drop-down.Now create an approval process, as shown in the following screenshot:

How do approvals work in Salesforce?

This approval process automatically assigns each request to right person in your org, based on the amount requested. If an expense record is submitted for approval, lock the record so that users cannot edit it and change the status to Submitted. If the amount is $50 or less, approve the request.

What are the types of approval process in Salesforce?

Approval Process in Salesforce is an automated process that an organization uses to approve records in Salesforce. Records submitted for approval are approved by the users in the organization….Actions in the Approval Process:Initial Submission Actions: … Final Approval Actions: … Final Rejection Actions: … Recall Actions:

What is the difference between workflow and approval process in Salesforce?

The major differences between workflow rules and approval processes in Salesforce lie not only in the purposes of their use but also in when and how they are triggered. As such, when a user manually presses the “Submit for approval” button on their request, the approval process activates.

How do I automatically submit approval in Salesforce?

In the Process Builder actions, select ‘Submit for Approval’ and select the approval process. The option ‘Skip the entry criteria for this process’ appears once you have selected your process: Save and Activate. Now with a certain record change, you can launch a specific approval process by skipping the entry criteria!

How do you trigger approval process in process builder?

Use Process Builder to Manage Approval ProcessClick Add Criteria.Enter a name for the criteria. … For Field, select License Type, and then click Choose.For Operator, choose Equals. … For Value, enter the ID of the Regulatory Authorization Type record you created. … Click Save.Click Add Action.More items…

How do I submit for approval using flow Salesforce?

To use the approval request’s outputs later in the flow, store them in variables. The values are assigned when the approval request is created. The ID of the approval request that was submitted. This parameter accepts single-value variables of type Text, Picklist, or Multi-Select Picklist.

How do I create an approval queue in Salesforce?

Step 1. Decide who is an Approver in your process and set up a QueueSelect Queue from Setup. Step #2. … Define Queue Name and Email Address. Step #3. … Set Queue Supported Objects. Step #4. … Add members to the Queue. Step #5. … Find Classic Email Templates from Setup. Step #2. … Choose Type of the Email Template. Step #3.

What is two step approval process in Salesforce?

On the second approval step “Automatically assign using the user field selected earlier. (Manager)” is selected. The problem is that the approval goes to the person’s manager who approved in the first step. Not the Manager of the person who submitted the record to be approved.

What is document approval process?

A document approval workflow is the strategic sequence of steps and tasks a team needs to complete to review and approve internal and external deliverables. A typical document approval workflow might look something like this: Document sent for review. Document either approved or rejected.

Why do you need approval process?

The main benefits of automated approval processes include saving time, maximizing efficiency, and standardizing processes. Additionally, automated approval processes improve transparency and compliance within an organization, since everyone is forced to complete work according to predefined criteria.

How do you create an approval matrix?

Creating an Approval MatrixLog in to Oracle Advanced Monitoring and Resolution. … Click the Advanced Monitoring tab. … From the Change menu, select Change. … Select Approval Matrix. … Update the draft approval matrix as follows: … When you have completed all changes, check the red check box at the top of the page.

What is project approval process?

Project Approval means the process in which the Regional Director, or des- ignee, reviews and signs an approval of work and costs on a Project Worksheet or on a batch of Project Worksheets. Such approval is also an obligation of funds to the Grantee.

What is Salesforce approval process?

An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. For example, when an employee creates a time-off request, have Salesforce automatically sends an approval request to the employee’s manager.

What is the preplanning process in salesforce?

Preplanning includes of: Final Approval Actions like unlock record or change the status of the record.

What words are used in the first line of an approval request?

While responding to an approval request, some words can be used in the first line with periods or exclamatory marks. The words like Approved, Approve, Yes used for approval while Reject, Rejected, No used for rejection.

When is the initial submission action executed?

Initial Submission Actions – It will be executed when the user clicks on ‘Submit for Approval’ on the object record. Final Approval Actions – It will be executed after all the approval process steps have been approved.

What Is the Approval Process in Salesforce Needed for?

Dwelling on the reasons why such approvals are beneficial, it is more than safe to state that when using automation tools wisely, companies (including nonprofit organizations using Salesforce) can optimize their work processes and save both time and money. Having well-working Salesforce approval procedures based on outlined rules can help to:

Salesforce Approval Process Use Cases

One of the top ways you can make use of the approval process in Salesforce is for offering discounts. While salespeople are used to giving out generous, rounded up discounts, qualifying each of such offers through the approval cycle will set specific boundaries and eliminate excessive spending.

Before You Start Your Setup

When certified Salesforce admins set up the approval process, they should take into account many factors. Thus, it makes sense to roll out a “blueprint” of your expectations prior to starting your setup process and to use the best practices of other companies. Often, this can be carried out in a Salesforce Scratch Org that’s used as a playground.

Salesforce Approval Process Guide: Approval Process Case Description

GBN Motors is a car dealership with a team of 15 sales representatives. Using Salesforce, they’ve decided to set up an approval process that would help to coordinate and organize the procedure of client giveaways.

2. Create and Manage the Salesforce Approval Process

Now that all the preparation work is finalized, it’s time to proceed to the actual setup.


So, to summarize, we’ve learned that the opportunities for applying Salesforce approval processes are boundless. With clearly set up rules, roles, and workflows, problems such as overlaps in employees’ paid time off requests become history.

What is Salesforce approval process?

An approval process in Salesforce is a pre-planned series of automated and manual steps that allows records and data changes within Salesforce to be approved by individuals within your organization before those changes go live.

Why is automated approval important?

An automated approval process allows you to ensure that those errors never hit your database, to begin with.

Can you use approval process merge fields in Salesforce?

You can use approval process merge fields to include a link directly to the paid time off request and approval process directly in the Salesforce system. There are also other email templates that you may want to consider. An employee could receive a confirmation notification as soon as their request is submitted.

Can you create a static approval process?

You can also create a static approval process, which is a rigid set of approval steps. For example, you could create a custom approval process that allows for employees to apply for a time-off request. Then, that request could be automatically delivered for approval to the specific employee’s manager, as delegated in the Salesforce system.

Can you create a dynamic approval process in Salesforce?

Salesforce also allows you to create a dynamic approval process, where certain approval actions depend on the actions that come before them. Ultimately, the final approval step will require that certain pre-steps be met. You can also create a static approval process, which is a rigid set of approval steps. For example, you could create …

Set Up a Multistep Approval Process

Your org is prepared, so you’re ready to set up the approval process for positions, as Ling Wu requested. An approval process is an automated process that approves records in Salesforce. When you build an approval process, you specify the steps necessary for approval. A given step can apply to all records or just records with certain attributes.

Create Approval Steps

You’ve created the basic approval process. Next, create initial submission actions.

Create the Final Actions

Now create the final actions: approval or rejection, along with their associated email alerts.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


Leave a Comment