how to make 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.
• Specify Entry criteria.

Full Answer

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

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What is the best Salesforce implementation process?

1. Bookmarks
2. Recommendations
3. Feeds

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Discovery Questions

With the information above, I know that I will need an Approval Process in Salesforce – but don’t start building just yet! The most important part of the Approval Process isn’t in Salesforce at all, it’s offline, with the person who is making this request.

Step 1: Modifying the Custom Object

There’s several modifications I need to make to that object before I can start building the Approval Process itself.

Step 3: Set Actions

Once you feel refreshed, come back to the Approval Process you just created.

Step 4: Map Approval Steps

You’ll need to take another break from Salesforce. If you’re new to building Approval Processes, and you have a lot of steps, it might help to actually map the next section out on a whiteboard or piece of paper.

Step 5: Activate!

That’s it! Now it’s time to activate this Approval Process and test this out in the Sandbox. I like to list out scenarios that should be tested, try them out, and then have my users do testing as well. You want to do at least one test for every possible scenario, cover any validation rules you created, and also consider your CRED for the users.

Summary

The Salesforce Approval Process is a great way of having a permanent, documented history of approvals right on the record in question in Salesforce – you’ll never ask, “Who approved this!??” again.

What is an Approval Process in Salesforce?

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.

Example Approval Processes in Salesforce

The approval processes in Salesforce are highly customizable. There are almost an unending number of ways that you can use approval processes to ensure the right person is checking on specific actions within the Salesforce ecosystem before changes are made. Approval processes allow you to limit mistakes and catch them before they happen.

Example: Create a Custom Approval Process in Salesforce for Paid Time Off Requests

A paid time-off request is a simple example of an approval process in Salesforce that nearly any company can use.

Custom Approval Processes are Critical for Data Management

Custom approval processes in Salesforce are a critical tool for managing your data. Approval processes allow companies to ensure that managers and overseers are able to double-check changes to data within the system that could have a big impact on the business.

What is Approval Process in Salesforce?

Approval Process in Salesforce is an automated process that automates how Salesforce records are approved in your org. Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups.

Approval Process Example

Here is list of sections to be configured in salesforce approval process:

Build Approval Process

Let’s build an approval process where the sales manager approves opportunities where the total opportunity amount exceeds 500K. The opportunity should reflect its approval status: Approved or Not Approved.

Email to approve the request

Setup -> select Process Automation Settings -> select the Enable Email Approval Response checkbox, and click Save.

Difference between workflow rule and approval process

Workflow triggers automatically on any DML action like Insert, Update. It consists of a single step or a single action to continue the process and workflow triggers are not visible to user.

File Suffix and Directory Location

ApprovalProcess components have the suffix .approvalProcess and are stored in the approvalProcesses folder.

Version

ApprovalProcess components are available in API version 28.0 and later.

ApprovalSubmitter

Represents a user or set of users who can submit records for approval.

ApprovalPageField

Represents the selection of fields to display on the approval page, where an approver can view the approval request details and approve or reject the record.

ApprovalStep

Represents a step in the approval process. Approval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver’s delegate respond to the requests.

ApprovalStepApprover

Represents the assigned approvers for an approval step. Each step supports up to 25 approvers.

Approver

Represents an assigned approver for an approval step. Check out “Considerations for Setting Approvers” in the Salesforce Help.