Approval Processes


This is where you set how the approval process going to work e.g. when an opportunity is being converted, this is to be approved by your manager first.

Steps to set approval process:
1. Search for approval process in quick find box and go to workflow and approvals => approval processes.
2. Create new approval process. Use standard setup wizard.
3. Provide other details.
4. Select criteria condition. This is most important part. E.g. if an opportunity amount is greater than   1M, only then it will be sent for approval. Smaller opportunities will be auto-approved.
5. Click next to go to next steps. Most of the options are optional. Read carefully so that you understand what they mean.
6. Once you set up the approval process, try to create a record matching the criteria as defined in step 4 above e.g. create a new opportunity record having opportunity amount=1,000,000.
7. Save this opportunity record and scroll down where you will see that the approval status says sent for approval.
8. If you have set notify by email to manager, an email will be sent to the manager requesting approval. Manger can see pending approvals in her dashboard too.

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