Creating an approval process To begin creating a new approval process, go to Setup | Process Automation | Approval Processes, select the object type (Opportunity), click the Create New Approval Process button, and select User Standard Setup Wizard: the Jump Start Wizard will take care of some default options for you. For more information about…

There is no one-size-fits-all solution, so it is up to how you want approvals to work for your org. You should be very careful when using the record lock permission, as when a record is locked, no workflow, process builder, or trigger can modify that record until and unless we unlock the record itself. For…

Creating approval steps Approval steps define the number of levels of approval and the users who should handle the approval. To sum our example up again, we have two tiers of approval (one for the direct manager and one for the CEO) with two users needed to handle the request (the current user’s manager and…

This step selects the user who will be accepting the approval request, and can be set to the following: When you select Automatically assign to approver(s), the form will show newly available configurations: Select approvers on the approval step wizard By selecting more than one approver, you can even decide whether the decision should be…

Adding actions to approvals The approval process flow can be seen from the Approval History related list, but it would be cool to have a way to make modifications to the record when approval stages are passed. In our scenario, we want to update a custom opportunity field named Approval Status, a simple picklist defined…

Using approvals Let’s test our new approval. But before this, let’s create a workflow rule on the Opportunity object that resets the Approval Status field if the amount field is updated, as shown in the following screenshot: Workflow rule to reset the approval status on the opportunity record Note that the rule criteria is ISCHANGED(Amount),…