Blog

Approval Process In Salesforce

  • (4.0)
  • | 325 Ratings

In every business, junior level person will have limits in taking decision. And, as per the industry standards, he must take approval from the senior. This approach is called as “Approval Process”.


Business Scenario: In a placement company, the candidates who enroll for job placement in UK have to reach some basic levels of test. This will be done by Manager, so the HR requires the Manager’s approval to process the candidates who applied for UK job placement (only for UK Job Placement Candidates).


 

Steps to create Approval Process:


Login to Salesforce → Setup → Build → Create → Workflow & Approvals → Approval Process → Manage Approval Process(Select required Object on which approval process required) → Create New Approval Processes(Select “Use Standard Setup Wizard”) →


Approval Processes


Step - 1 (Enter Name and Description) → Next


New Approval Process


Step - 2 (Condition for UK job placement candidates) Select the required field on which the condition should apply(eg: country = UK), the operator and the value. → Next.



Interested in mastering Salesforce? Enroll now for FREE demo on Salesforce Training


Step - 3 (Select required approver from the list eg: Manager, check the field) → Next.


New Approval Processes 3


Step - 4 (Select the predefined template for Manager approval via Email) In this situation if the manager is not available at office, We can even inform him via Email at this step by predefined template preparation.


New Approval Processes 4


Step - 5 (Shift the Available fields to Selected fields for Manager to access all the fields) → (Approval Field Page - check this so that the manager will have the total history of the record) → (Security Settings - check the “Allow approvers to access the approval page only from within the Salesforce application” ) → Next.


New Approval Processes 5


Step - 6 (Selection for “Submitters” - Who can only submit the records) → (Page Layout Settings - By checking this It enables the approval button & history of the record) → (Submission Settings - check the button for Recall button option in the record approval process) → Save.


New Approval Processes  6

 

Checkout SalesForce Tutorial

 

Basic Approval Steps- Step - What would you like to do Now?


We have 3 options below as mentioned in the image. We will go with first option → Go. (Why we have selected the first option only?, It is that we need to create the step soon after the basic approval process steps are completed or else it is useless until we create a step on the above of the Basic Approval Steps)


Basic Approval



Step - 1 (Enter name and Description)


Basic Approval 1


Step - 2 (Specify Step Criteria - In this step if we have not set the criteria in the Basic Approval Process Steps, we specify here or else allow all the records through this step) → Next.


Basic Approval 2


Step - 3 (Select Assigned Approver - Select Approver(section) - check the option ”Automatically assign using the user field selected earlier. (Manager)” as we have already selected the approver in the Basic Approval Process Steps.)


Basic Approval 3


Field Update- Step - What would you like to do Now?


We have 3 options in which, what if the Approval Process is Approved / Rejected. And, to perform which action(Filed Update / Email alert / Task / Outbound Message) will be decided on approved or rejected status.


Let us consider the Approval process is Approved with Field Update action to perform.


Field Update


Step - New Field Update (Fill in the details required and the field to update as shown in the below figure) → Save.


Field Update 1


Output:


Field Update output


Information related to the above image.


Section - 1 - Explanation:  Initial Submission Actions: After submission from the concerned person this action will take place.


Step to add action: Add New → Field Update → Fill the Required Fields, Field to update - eg: Alert Status → Save.


Initial Submission Actions 1


Section - 2 - Explanation:  Approval Steps: In this step previously we have added Approval action, Now we add the Rejection action if the candidates application is rejected.


Steps to add Rejection action: Click on show actions → In “Rejection Actions” section → Add New → Field Update → Fill the Required Fields, Field to update - eg: Alert Status → Save.


Initial Submission Actions2


Section - 3 - Explanation: Recall Actions: In this step we can recall any action that is created(eg: Field Update), recall is nothing but a call to return to its previous state/stage.


Steps to create a Recall action: Add New → Field Update → Fill the Required Fields, Field to update - eg: Alert Status → Save.


Initial Submission Actions 3


Section - 4 - Explanation: Final Approval Actions: This part of Final approval action is taken by Salesforce to bypass the Approval process which has structured hierarchy process for approving.


Steps to create Final Approval Actions:  Add New → Field Update → Fill the Required Fields, Field to update - eg: Alert Status → Save.


Initial Submission Actions 4

Section - 5 - Explanation: Final Rejection Actions: This part of Final rejection action is taken by Salesforce to bypass the Rejection process which has structured hierarchy process for Rejection.


Steps to create Final Rejection Actions:  Add New → Field Update → Fill the Required Fields, Field to update - eg: Alert Status → Save.


Initial Submission Actions 5

For better understanding of the Final Approval / Rejection Process Action - View Diagram button is provided at the top of the Approval Process page.


Please find the below image for better explanation.



Finalapprovaldiagram


Finalapprovaldiagram


Finally Activate the Approval process! Or else the Approval process created will not work.


Output For Approval Process Created:


The output for the approval process created is explained in the below video.


We have 2 different logins in which 1 will be approver and the other will be the submitter for approval.


Isabel Jason - Submitter.


User Salesforce - Approver.


First, we will be creating a record for better explanation as shown in the video. The record created will be with exact match criteria for approval process.

Approval Criteria:

Country: UK.


After creating the record it is sent for approval by clicking on the button “Submit For Approval”, After the action of submitting to approval login with Approver login(User Salesforce) credentials as shown in the video.


After logged in to the Approver login(User Salesforce) we can view the record for approval in the “Items To Approve” section in the Home Screen.


By clicking on the record for approval(Form-20), we can Approve/Reject and the status gets updated in the “Approval History”.


The Submitter(Isabel Jason), can find the status of the record whether it is Rejected / Approved as shown in the video.



Checkout Salesforce Interview Questions

 

How to provide approval access to multiple users?


Login to Salesforce → Setup → Build → Create → Workflow & Approvals → Approval Process → Create New Approval Process → Use Standard Setup Wizard →


Step - 1: Multi Approvers(fill in the fields) → Next


Step - 2: Specify entry criteria(formula evaluates to true) → true → Next


Step -3: Select Field Used for Approval Routing → Select ”None”.

        Record Editability Properties → Select “Administrators ONLY can edit records during the approval process.” → Next.


Step - 4: Select the “Approval Assignment Email Template” from the lookup → Next.


Step - 5: Select the available fields to Selected Fields(which are necessary) → Next.


Step - 6: Specify initial submitters → None → Save.

New Approval Process

Multiple Approval - Step - What would you like to Do Now?


Create an Approval Step Now → Go.


Step - 1: Enter Name And Description (Fill in all fields required) → Next.


Step - 2: Specify step criteria(all records should enter this step) → Next.


Step - 3: Select Assigned Approver → Check the box “Automatically assign to approvers”(we can select upto 25 users) →  When multiple approvers are selected(section): Select UNANIMOUS approval from all selected approvers.


New Approval step


MultiApproversStep Gif


Note: Approver Delegate: Whenever a customer is not able to approve, a selected delegate can approve the process step. But, before this, it should be selected by the Approver in users → Approver Settings → Select “Delegate Approver”.


In the next topic, we will discuss in-detail about “”. Keep following us for more info on Salesforce Administration.


Explore Salesforce Sample Resumes! Download & Edit, Get Noticed by Top Employers!Download Now!

Mindmajix offers different Salesforce certification training according to your desire with hands-on experience on Salesforce concepts


Subscribe For Free Demo

Free Demo for Corporate & Online Trainings.

Arogyalokesh
About The Author

Arogyalokesh is a Senior Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Blockchain, Salesforce, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.


DMCA.com Protection Status

Close
Close