Create an Approval Process

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

(This clip starts at the 20:42 minute mark, in case you want to rewind and watch the beginning of the step again.)

Accessibility

This step requires some additional instructions for screen reader users. To access a detailed screen reader version of this step, click the link below:

Open Trailhead screen reader instructions.

Introduction

You’ve added key users, created custom fields, and made the necessary email templates, so your org is prepared. Now you can start creating a new approval process for your sales team. And that starts by using the setup wizard to set some criteria and specify the approvers who are responsible for responding to approval requests.

Here’s how to start the approval process setup.

1. From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
   
2. From the Manage Approval Process For picklist, select Opportunity.
   
3. From the Create New Approval Process picklist, select Use Standard Setup Wizard and fill in these new approval process details:
   

Automates opportunity discount 
approvals

1. Click Next.
   

1. In the Use this approval process if the following picklist, select criteria are met, then fill in the criteria:
   

1. Click Next, then complete the approver field and record editability properties with these values:
   

1. Click Next.
   
2. In Step 4, leave the Approval Assignment Email Template field blank.
   
3. Click Next, then determine the fields that will be displayed on the approval request page:
   

NOTE: Approval processes can be configured so that approvers can access the approval page from a wireless-enabled mobile device. If this option is chosen, you will not be able to create any approval steps that later allow users to manually choose who the approver should be.

1. Click Next, then specify the initial submitter by completing the submitter details in Step 6:
   

1. Click Save.
   
2. 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.
   
3. Click Go!
   

Great work! Let’s move on to the next step, where you specify initial submission actions in the approval process.