How to create Approval Process in Salesforce

In this Salesforce tutorial, we will try to understand how to create an Approval Process in Salesforce.

The Approval Process is an automated process that approves records in Salesforce. Recently, I was working in Salesforce, where we got a requirement to create an approval process in Salesforce. So, in this blog, I will also explain, how to create an approval process in Salesforce.

To create an approval process in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create an approval process in Salesforce.

• What is the approval process in Salesforce?
• How to create an approval process in Salesforce
• How to create an approval process in Salesforce lightning
• How to create an approval process in Salesforce Classic
• How to make an approval process in Salesforce

What is the approval process in Salesforce?

In Salesforce approval process is an automated process that approves records. Let’s understand the approval process with the help of an example:

FedEx is a company based in Louisville, USA. The employee of this company applied for a leave. And all the leave is approved by the manager. Now, this leave will be approved by the manager and sent to the manager.

This process can be approved automatically if some conditions are applied earlier in the dashboard of Salesforce.

So, with this, we learned What an Approval process in Salesforce is. Further, we will understand How to create an approval process in Salesforce.

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How to create an approval process in Salesforce

The Approval Process is an automated process that approves the record by an organization’s users.

Here we will understand how to create an approval process in salesforce. If you want to learn how to create an approval process in salesforce follow these steps:

• Go to the gear icon, under the gear icon there is a setup option click on the setup option.
• Enter the approval process in the Quick Find Box and select the approval process option.
• After selecting the approve process option choose the object to manage approval proposes for, click on create new approval process and choose use standard setup wizards.
• Fill in the approval process information, enter the name of the approval and the unique name will be the default value the same as the approval name.
• Fill in the specified entry criteria, you can also leave the filter blank if you want all the records to be submitted in the approval process. There is another option Formula Evaluated to true we can also choose this option.
• Now scroll down and choose the select approver from the options. These parts allow us to choose the approver as we want.
• Now complete all six steps and then click on the save option and you can see that the approval process is created.

Now, let’s move ahead and see how to create an approval process in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

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How to create an approval process in Salesforce lightning

Here we will understand how to create an approval process in salesforce lightning. If you want to learn how to create an approval process in salesforce lightning follow these steps:

Step-1: Go to the gear icon, under the gear icon there is a setup option click on the setup option.

Step-2: Enter the approval process in the Quick Find Box and select the approval process option.

Step-3: After selecting the approve process option choose the object to manage approval proposes for, and then click on create new approval process and choose use standard setup wizards. The Standard setup wizards permit us to formulate our approvals for aisy and quick actions.

Step-4: Fill the approval process information, and enter the name of the approval. Here we are entering the process name as USA Student Scholarship Approval Process and the unique name will be the default value the same as the approval name after filling in the information click on the next option.

Step-5: Fill the specified entry criteria, you can also leave the filter blank if you want all the records to be submitted in the approval process. There is another option Formula Evaluated to true we can also choose this option.

Here we are choosing the criteria met, applying the operations, and then clicking on the next option.

Step-6: Specify the approver field and record editability properties and select the field used for automated approval routing and check the checkbox of record editability properties after that click on the next option.

Step-7: Here we are selecting the notification template simply by searching the approval assignment email template and then clicking on the next option.

Step-8: Select the available fields and add the highlighted fields from the available field to the selected field

Step-9: After adding the fields scroll down and select the display approval history information in addition to the field selected above and then select the security settings and click on the next option.

Step-10: Here we specify the initial submitters by simply selecting the role from the available field and adding it to the Allowed submitter’s field.

Step-11: After selecting the role from the available field and adding it to the Allowed submitter’s field click on the save button.

Step-12: After clicking on the save button you can see that the approval process was just created and now you cannot activate this process until we define at least the approval process step and click on the go option.

Step-13: After clicking on the Go button you can see that the approval process is created we can edit, clone, and also delete the approval process.

This is how we understand how to create an approval process in Salesforce lightning. Further, we will learn how to create an approval process in salesforce classic.

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How to create an approval process in Salesforce Classic

Here we will understand how to create an approval process in salesforce classic. If you want to learn how to create an approval process in salesforce classic follow these steps:

Step-1: Click on the setup, Enter the approved process in the Quick Find Box and select the approval process option.

Step-2: After selecting the approve process option choose the object to manage approval proposes for, click on create new approval process and choose use standard setup wizards. The Standard setup wizards permit us to formulate our approvals for aisy and quick actions.

Step-3: Fill in the approval process information, and enter the name of the approval. Here we are entering the process name as USA Employee Account Number Approval and the unique name will be the default value the same as the approval name after filling in the information click on the next option.

Step-4: Fill in the specified entry criteria, you can also leave the filter blank if you want all the records to be submitted in the approval process. There is another option Formula Evaluated to true we can also choose this option.

Here we are choosing the criteria that are met and applying the operations and then clicking on the next option.

Step-5: Specify the approver field and record editability properties and select the field used for automated approval routing and check the checkbox of record editability properties after that click on the next option.

Step-6: Here we are selecting the notification template simply by searching the approval assignment email template and then clicking on the next option.

Step-7: Select the available fields and add the highlighted fields from the available field to the selected fields and click on next.

Step-8: Here we specify the initial submitters by simply selecting the role from the available field and adding it to the Allowed submitter’s field.

Step-9:After adding the fields scroll down and select the page layout settings and also select the submission settings and click on the save button.

Step-10: After clicking on the save button you can see that the approval process was just created and now you cannot activate this process until we define at least the approval process step and click on the go option.

Step-12: After clicking on the Go button you can see that the approval process is created we can edit, clone, and also delete the approval process.

So, with this, we understand how to create an approval process in Salesforce Classic. Further, we will learn how to make an approval process in salesforce.

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How to make an approval process in Salesforce

Here we will understand how to make an approval process in salesforce. If you want to learn how to make an approval process in salesforce follow these steps:

Step-1: Go to the gear icon, under the gear icon there is a setup option click on the setup option. Enter the approved process in the Quick Find Box and select the approve process option.

Step-2: After selecting the approve process option choose the object to manage approval proposes for, click on create new approval process and choose use standard setup wizards.

The Standard setup wizards permit us to formulate our approvals for aisy and quick actions.

Step-3: Fill in the approval process information, and enter the name of the approval. Here we are entering the process name as Product Code Approval Process and the unique name will be the default value the same as the approval name after filling in the information click on the next option.

Step-4: Fill in the specified entry criteria, you can also leave the filter blank if you want all the records to be submitted in the approval process.

There is another option Formula Evaluated to true we can also choose this option.

Here we are choosing the criteria met, applying the operations, and then clicking on the next option.

Step-5: Specify the approver field and record editability properties and select the field used for automated approval routing and check the checkbox of record editability properties after that click on the next option.

Step-6: Here we are selecting the notification template simply by searching the approval assignment email template and then clicking on the next option.

Step-7: Select the available fields and add the highlighted fields from the available field to the selected field.

Step-8: Here we specify the initial submitters by simply selecting the role from the available field and adding it to the Allowed submitter’s field.

Step-9: After adding the fields scroll down and select the page layout settings and also select the submission settings and click on the save button.

Step-10: After clicking on the save button you can see that the approval process was just created and now you cannot activate this process until we define at least the approval process step and click on the go option.

After clicking on the Go button you can see that the approval process is created we can edit, clone, and also delete the approval process.

So, with this, we learned how to make an approval process in salesforce lightning.

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Conclusion

In this tutorial, we have learned how to create an approval process in salesforce, and also we have covered how to make an approval process in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• What is the approval process in Salesforce?
• How to create an approval process in Salesforce
• How to create an approval process in Salesforce lightning
• How to create an approval process in Salesforce Classic
• How to make an approval process in Salesforce