Go to setup->Create->Workflow & Approval->Process builder Then select the object to which you want to perform the auto-approval submission In the set Action select 'Submit for Approval' Using Lightning Process builder you can make the record automatically submit to the approval process whenever it meets the criteria.
Full Answer
What is an app approval process in Salesforce?
Approval processes are a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intvervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000.
How to create an auto-approval workflow in Salesforce Lightning?
Go to setup->Create->Workflow & Approval->Process builder Then select the object to which you want to perform the auto-approval submission Using Lightning Process builder you can make the record automatically submit to the approval process whenever it meets the criteria.
How do I set the approval process for an object?
On the left, under Platform Tools->Process Automation, click on “Approval Process” and select an object for which you would like to set the approval process for. You can also just search for “Approval” if you want to quickly jump there.
How do you automate approval process in Salesforce?
Let's see how you do it.Click. and select Setup.From setup, enter Process Automation Settings in the Quick Find box and select it.Click the Process Automation Settings link.Make sure Enable Email Approval Response is selected.Set the Default Workflow User to your name.Click Save.
Can we clone approval process in Salesforce?
Use the "Clone" button (from the approval process detail page) to create a new similar inactive one. Then use the "Delete" link for Step 2 before activating that process. Once you are sure that the approval is completed activate it again.
How do I create a multi step approval in Salesforce?
Multiple approvers for Approval process in SalesforceGo to Setup --> Create --> Workflow & Approvals --> Approval Processes.Select the object to create approval process.Click "Create New Approval Process" button and click "Use Standard Setup Wizard" link.Enter a name and description for your new approval process.More items...
How do I invoke an approval process in Salesforce?
Here is list of steps for approval process in salesforce :Setup -> Create -> Workflow and Approval -> Approval Process.Select object for approval process to be written.Click on Create New Approval Process.Select Standard Setup Wizard from drop down.Enter the Process name, Unique Name and description for your process.More items...•
How do I clone a process builder?
From Setup, enter Builder in the Quick Find box, then select Process Builder. Open the process or process version that you want to activate. Click Clone. You can create a version of the current process or a completely new process with its own version history.
How do I add approvers in approval process in Salesforce?
If you edit the Approval Step, and 'Next' until the Approvers screen, you can 'Automatically Assign Approvers' and 'Add Rows' to specify additional Approvers. I just checked and you can do this even for an 'Active' Approval Process.
What is parallel approval process in Salesforce?
Parallel approval process allows specifying (upto 25) multiple approvers simultaneously. The approver setting could be set to unanimous or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.
Can we have multiple active approval request on the same object?
Yes, you can have two active approval processes for the same object at the same time. Salesforce will run all active approval processes for which the opp meets the entry criteria.
How many approvers in approval process we can have?
Required EditionsPer-Org LimitValueTotal approval processes per object500Steps per approval process30Approvers per step25Initial submission actions per approval process 2407 more rows
How do I create a dynamic approval process in Salesforce?
The steps for dynamic approval routing are:Create lookup fields on the object being approved.Create a custom object that will be used as an approval matrix.Populate the approval matrix.Create Apex code to fill in the lookup fields on the record, from the approval matrix.
How do you call approval process from flows?
4:3411:22Call Salesforce Approval process from Flow Builder | #FlowBuilderYouTubeStart of suggested clipEnd of suggested clipField. And this value like this criteria matches then only it will execute this flow in case ofMoreField. And this value like this criteria matches then only it will execute this flow in case of update. Okay. So go ahead and click on that so we have just set up this start element now what we have
What is two step approval process in Salesforce?
Initially when a user submits a record for approval, the approval will go to "Approver A". Once "Approver A" approves the record, we want "Approver B" to get an email that "Approver A" has approved and now waiting for "Approver B" approval.