Create a User and Setup Approvals

Learning Objectives

In this badge you’ll: 

• Customize the page layout for a travel approval app.
  
• Enable Chatter on the travel approval app to allow for in-app collaboration.
  

There are a number of ways to adjust the user interface in your Salesforce org to meet your needs. Many customizations can be made through configuration menus and drag-and-drop page layout editors—all with no coding required. This badge focuses on the non-coding approach to modifying the user interface, as you customize an app that tracks company travel. 

Note that if your company has advanced user interface requirements beyond what can be accomplished with standard configuration, your developers can create custom interfaces or components. 

Before you work through this badge, you must complete Build a Data Model for a Travel Approval App.

The work you do here builds on the work you complete in that badge. Make sure to use the same Trailhead Playground for all the badges in this trail.

Launch Your Trailhead Playground

You complete this hands-on badge in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by first logging in to Trailhead, and then clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window. Keep the playground window open while you do this badge. After you complete the badge in your playground, come back to this window and click Verify step at the bottom of this page.

Note: For the best experience, you must use the Trailhead Playground you created for Build a Data Model for a Travel Approval App.

Create a User

Before you begin customizing the travel app, first create a new user, Eric Executive, and set him up as manager. This involves assigning roles and profiles so that Eric has the correct permissions to approve travel requests.

1. In your Trailhead Playground, click and then select Setup. 
   
2. In the Quick Find box, search for and select Users.
   
3. Click New User and enter these details.
   

4. Click Save.
   

Enable Approval Settings

Now set Eric Executive as your manager, but first ensure you are logged in as yourself. Later in your approval process, travel approval requests are routed to your manager as a first-level approval step.

1. From Setup, in the Quick Find box, search for and select Users.
   
2. Select your user account in the list provided. (Click on your name in the All Users list.)
   
3. Click Edit.
   
4. Scroll down to Approver Settings. Set your manager as Eric Executive by clicking and selecting Eric Executive from the list.
   

5. Click Save.
   

You’re off to a good start. Move on to the next unit and create and Customize a List View.