To add an Approval Step, you should: Step #1. Select Approval Process from the list of Processes > Approval Steps > New Approval Step Step #2. Add Name, Description, Define Step Number > Next
What is an approver in Salesforce?
The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group.
How do I set up an approval rule in Salesforce?
Define your field-level security, and then save your field. Go to your approval rule, and click Edit Layout. From Setup, enter Objects, and select Objects. Select Approval Rule, and then select Approval Field. In the Values list, click New.
How do I Choose an approver for approval requests?
You can specify an approver based on a formula or criteria. For example, you want the approver to be the regional manager related to a sales rep’s opportunity. If the regional manager changes, the new manager is referenced. Choose a user to receive another user’s approval requests over a predefined time period.
How do I delegate approval requests to another user?
Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. In the Delegated Approver field, enter the user record of the user you want to delegate.
How do I add an approver to Salesforce?
Select fields to display on the approval page layout.Select these fields from the Available Fields list. ... Click. ... Select Display approval history information in addition to the fields selected above.Select Allow approvers to access the approval page only from within the Salesforce application (Recommended).Click Next.More items...
How do I change approver in approval process in Salesforce?
The user has been populated in the approval's Assigned To field.From an approval record with a Requested status, click Reassign. Advanced Approvals shows the Reassign page.In Reassign To, provide the user record for the new user who approves the requested record.Click Reassign.
How do I add a manager to an approval process in Salesforce?
a) Go to 'Initial Submission Actions' section. b) Click Add New | Field Update. c) Enter the Name. d) Select Field to Update: Manager Email....While sending an email alert:Select Recipient Type. Then Search Email Field.In the 'Available Recipients' list box, select Email Field:Manager Email.Click the Add button.
What is required to make a user an approver in the approval process?
a)The user must be in the same role as the approval submitter in the role hierarchy. b)The use must opt in to receive email alerts when an approval is requested. c)The user must have read permission for the object in the approval process. d)The user must be set up as a delegated approver.
What is approver settings Salesforce?
Approval processes that let users select an approver manually also let users select themselves as the approver. You can assign an approval request to the same user multiple times in a single step. However, Salesforce sends the user only one request.
How does delegated approver work in Salesforce?
Choose a user to receive another user's approval requests over a predefined time period. Delegated approvers are helpful when the original approver can't respond to approvals, such as during a vacation.
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.
Who can approve an approval process Salesforce?
In Approval process Step 6. Specify Initial Submitters, admin can define who can submit for approval. We have option for the submitter: Record Owner, Record Creator, Public Groups, Role, Role and Subordinates, or specific User. This mean the Manager who approve could be Record Owner's Manager or Submitter's Manager.
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.
Who can be approver?
Definition—The term “approver” is neither defined nor used in the Criminal Procedure Code, but is usually applied to a person, supposed to be directly or indirectly concerned in or privy to an offence to whom a pardon is granted under Section 337 of the Code [Section 306 of new Code] with a view to securing his ...
How do I submit a record for approval in Salesforce?
Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.
What are two final approval actions in an approval process Salesforce?
Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.
PROBLEM
When I submit an opportunity for approval, I expect that user Courtney Brown will receive an email (based on the Discount Approval Request template) and see her name in the Greeting section.
WHAT I GOOGLED (did't help)
How to get the approver name into an HTML email? How to get name of the approver in Email template?