Activity Forums Salesforce® Discussions How do you create an approval process?

  • Anjali

    Member
    November 19, 2020 at 1:56 pm
  • Shweta

    Member
    November 19, 2020 at 1:58 pm

    Follow the below steps to create an Approval Process:
    1. Go to SetUp → Enter Approval Process in Quick Find box → Select Approval Process.
    2. For Manage Approval Process For, Select Opportunity.
    3. Click Create New Approval Process → Select Use Jump Start Wizard.
    4. Configure the approval process.
    5. Save the approval process.
    6. Click View Approval Process Detail Page.
    7. Under Final Approval Actions, click Add New | Field Update, and configure it with your values.
    8. Click Save
    9. Under Final Rejection Actions, click Add New | Field Update, and configure it with your values.
    10. Click Save

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