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Salesforce CRM: The Definitive Admin Handbook - Second Edition by Paul Goodey

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Configuring approval processes

To create an approval process, follow these steps:

  1. Launch the approval process wizard.
  2. Specify Name, Unique Name, and Description.
  3. Specify Criteria for Entering Process.
  4. Specify Approver Field and Record Editability.
  5. Select Email Notification Template.
  6. Configure Approval Request Page Layout.
  7. Specify Initial Submitters.
  8. Activate the approval process.

Choosing an approval process wizard

When you click on the Create New Approval Process button to start creating an approval process, you are presented with the following two options in which to build the process: Use Jump Start Wizard or Use Standard Setup Wizard. The following sections outline the differences between these two mechanisms.

Jump Start Wizard

Jump Start Wizard is ...

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