Qus:    How to configure Approval Process?
Apr 22, 2021 12:32 1 Answers Views: 203 RAMU
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Answers (1)
DILEEP Apr 23, 2021 11:59
Answer:   Before creating the Approval Process we should select the object after that we should follow below steps –
• Give the Approval Process name
• Give the criteria of the Approval Process
• Select the email template – If we don’t select any email template salesforce by default send an email notification to the target approver else with our selected email template target approver will be notified
• Select the users who can submit for the approval – If we do not select any user by default all the users who can access to that record can submit
• Select the user to whom record should be submitted
• Initial submission actions – after submitting the record for approval immediately whatever the actions included in the initial submission actions section will be triggered
• Approval Steps – we can add multiple steps
• For each and every step we can see ‘Approval actions’ and ‘rejection actions’ sections where we can add actions to be performed
• If the Approver approves the record then actions which are under ‘approval actions’ section will be triggered
• Final approval actions section – If all the steps approved then actions which are under ‘final approval actions’ section will be triggered
• Final rejection actions section – If any one of the step rejected then actions which are under ‘final rejection actions’ section will be triggered
• Recall approval actions – After submitting record for approval if you want to revoke we click on recall approval action on the detail page, after clicking on that button actions which are under recall approval actions section will be triggered

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