- Click the Gear Icon | Setup | Quick Find box enter Approval process
- Find the approval process
- Deactivate this Approval Process
- 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 to delete active approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin. Thanks for contributing an answer to Salesforce Stack Exchange!
What should I do before deleting an approval process?
Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
How do I add or modify approval steps after the approval process?
Administrators are unable to add or modify approval steps after the approval process is activated. This is the expected behavior for the approval process. Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes. Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.
How to DELETE DML on approval process?
We can not apply Delete DML on Approval process. So to do the same we need to abort it's processinstance. so if you need to delete Approval process under any record just query like this Please let me know in case of further query.
Can you delete approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
How do I delete approval history in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items...
How do I change the approval steps in Salesforce?
You can add steps to an approval process only if it is inactive. From the approval process, click New Approval Step, and follow the wizard. Steps are executed in the order specified. Control which records are part of the approval step by setting the step's criteria.
Can we edit approval process in Salesforce?
After an approval process is activated, you can't add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
How do you delete approval history on a team?
There is currently no way to delete the Approvals history in the Teams Approval App. Your only possibility would be to find the records in the Approvals table in Dataverse and delete them there.
How do I delete inactive approval in Salesforce?
To remove or add an Approval Step in Lightning: Click the Gear Icon | Setup | Quick Find box enter Approval process. Find the approval process. Deactivate this Approval Process.
What is approval steps in 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 many approval steps can be added in Salesforce?
Required EditionsPer-Org LimitValueTotal approval processes2,000Active approval processes per object300Total approval processes per object500Steps per approval process307 more rows
What is approval steps in Salesforce?
Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
How do I create a custom approval process in Salesforce?
CategoriesStep #1: Map Your Approval Process.Step #2: Create a Custom Object and Custom Fields.Step #3: Create An Email Template to Notify Managers of Request.Step #4: Create the Custom Salesforce Approval Process.
How do I recall a approval request in Salesforce?
Withdraw an Approval RequestGo to the detail page for the record associated with the approval request.In the Approval History related list, recall the approval request.
What is the difference between workflow and approval process in Salesforce?
Workflow actions are Field Update,Email alert,Task alert and outbound message........ so u can any of action for workflow.so when ever work flow fires that action takes place. when ever an record submitted to Approval process,the record is going into locking state. if it is approved then it is in locking state forever.