With approval processes, you are able to create structures to review items. Thus, you can apply hierarchical structures in your team's work. These approval processes define what happens when an item is submitted for approval and who may approve these items.

For a better understanding of approval processes and for more insights into customizing record approval and creating approval processes, consider exploring the official Salesforce Trailhead module: Approve Records with Approval Processes.

Manage Approval Processes

To access the approval processes in your setup, follow these steps:

• Open the Setup menu from the Home tab.

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• Open the Setup menu from the Home tab.

• In the quick find search bar or under the Process Automation menu, select "Approval Processes."

• Choose the type of object you want to manage approval processes for from the dropdown menu.

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• If you intend to create a new approval process, click the "Create New Approval Process" button and select one of the available options.

• Click on the "Use Standard Setup Wizard."

• To view the details of an approval process, simply click on the name of the desired process.

Approval Process Details in 6 Steps

You need to go through six steps to set up a new approval process. For each step, you'll need to provide the required information in the fields provided. After completing each step, you can use the "Next," "Previous," or "Cancel" options to move forward, go back, or exit the process. Once you've finished all six steps, click "Save" to save your data and store the information you've entered.

Follow the steps below:

Step 1. Enter Name and Description

Step 2. Specify Entry Criteria

Step 3. Specify Approver Field and Record Editability Properties

Step 4. Select Notification Templates

Step 5. Select Fields to Display on Approval Page Layout

Step 6. Specify Initial Submitters

After approval process created, the system will ask to activate it

Edit Approval Processes

1. When you open an existing approval process, you are able to edit different aspects, such as Entry Criteria or Notification Templates.

2. In case you do not need the approval process anymore, untick the Active checkbox.

3. In our example, proposals need to be approved by the assigned approver if the customer discount is greater than 5 %. Proposals not meeting the entry criteria, e.g. with a customer discount below 5 % or if no customer discount is granted, are automatically approved. When a media campaign is submitted for approval, it will be locked from being edited as an initial submission action.

Actions

Next to the initial submission action which take place automatically as soon as the item is submitted for approval, you set actions which performed after approval, after rejection or upon recalling the submission for approval. You are able to add new tasks using the Add New button.

Process Diagram

If you click the button View Diagram in the Approval Process's details, you see a diagram of how the process runs.