Create an Approval Process

You can create an automated approval process to approve the records in CL Loan. For example, any changes a user makes to an object or its fields needs to be approved by a designated approver. The approval process specifies the required steps to approve the record and the person responsible for approving it. You can specify criteria that decide the choice of approval process for an object. The approval process also specifies the actions to be taken when a record is approved, rejected, recalled, or submitted for approval for the first time. You can

The approval process must be Active to be used.

For more information on creating and managing the approval process, refer to Salesforce Help.

Prerequisites

The following is the prerequisite to creating an approval process:

A Salesforce account is created.

Steps

Perform the following steps to create an approval process for the loan:

Log in to your Salesforce account.
Click your Username.
Click Setup.
Go to Build, Create, Workflow & Approvals.
Click Approval Processes.
Select the object for which you want to Manage Approval Process. For example, Bank Account.
Select Create New Approval Process.
You can select the Standard Approval Wizard or the Jump Start Wizard. The Approval Process page is displayed.
Select Jump Start Wizard.
Specify a process Name.
Specify the Unique Name for the process. This is the API name of the process. If you tab out of the Name field, this field is automatically updated.
Search for and select the Approval Assignment Email Template to send the approval request to the approver.
Select the Add the Approval History.... checkbox to retain the approval history for the duration of the object's life.
Select the Entry Criteria for the approval process and specify the field operator values. For example, Status equals Partial Application.
Specify the Add Filter Logic.
In the Specify Approver section, select the user to whom the approval request must be assigned.
Click Save.
The system prompts you to add further detail to the approval process, for example, additional steps if more than one level of approval is required, or if the approval request is recalled.
To specify additional details, click View Approval Process Detail Page.
The Process Definition Detail page is displayed. You can add initial submission, approval, final approval, final rejection and recall actions to the approval process. To do this, click Add Existing or Add New in the required section to define the actions. You can set up three types of available actions:
- Email Alert
- Field Update
- Outbound Message
Note:
You must define actions, email alerts, field updates in order to view them in the Add Existing list and add to the approval process. To do this, click corresponding option in Workflow & Approvals.
Click Save.