Build a Discount Approval Process Flashcards
Approval Process
- An automated process implemented to approve records in Salesforce
- It specifies the steps necessary for approval, and allows a step to apply to all records or just records that have certain attributes
- An automated process also specifies who does the approving at each step, and the actions to take when a record is approved, rejected, or recalled
Creating a Role
From Setup, enter ‘Roles’ in the Quick Find box, then click ‘Roles’ – click ‘Set Up Roles’ – click ‘Expand All’ – below VP, North American Sales, click ‘Add Role’, and then complete the new role details – click ‘Save’
How to Start the Approval Process Setup
From Setup, enter ‘Approval Processes’ in the Quick Find box, then select ‘Approval Processes’ – from the ‘Manage Approval Process For’ picklist, select ‘Opportunity’ – from the ‘Create New Approval Process’ picklist, select ‘Use Standard Setup Wizard’ and fill in these new approval process details – click ‘Next’ – in the ‘Use this approval process if the following picklist’, select ‘criteria are met’, then fill in the criteria – click ‘Next’, then complete the approver field and record editability properties with values – click ‘Next’ – in Step 4, leave the ‘Approval Assignment Email Template’ field blank – click ‘Next’, then determine the fields that will be displayed on the approval request page – click ‘Next’, then specify the initial submitter by completing the submitter details in Step 6 – click ‘Save’ – on the ‘What Would You Like To Do Now?’ page, select ‘I’ll do this later, take me to the approval detail page to review what I’ve just created’ – click ‘Go!’
Initial Submission Action
Occurs when a user first submits a record for approval
Final Approval Actions
Occurs when all required approvals are obtained
Final Rejection Actions
Occurs when an approver rejects the request and it moves to the final rejection state
