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Click Add Existing in the Initial Submission Actions, Final Approval Actions, Final Rejection Actions, or Recall Actions section. Click Show Actions in the Approval Steps section, then click Add Existing in the Approval, Rejection, or Recall Actions section.

How to create an approval process Define the work task. To create an approval process, you first have to identify and define the work task. ... Set approvers, permissions and due dates. ... Assign the work task. ... First approver receives work. ... First approver approves or rejects work. ... Submit to final approver. ... Publish or accept work.

From Object Manager in Setup, select the object you created for manager approvals. Click Fields & Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals. Field for... For the property... Do This. Manager who approves. Field Type. ... Save your work.

Salesforce Approval Process Steps Manager Field of user record or any other hierarchical field. Submitters can also choose manually the approver of that step. Records can automatically be assigned to a queue for approval. Or we can set a particular user(s) or a queue for a particular approval step.

Under Approval Steps, click New Approval Step. Enter a name for the approval step, and then click Next. Select the All records should enter this step radio button, and then click Next. Select the Automatically assign to queue radio button, and then select a queue.

Step-By-Step Custom Approval Process Example: Build a Discount. Building an approval process is a straightforward process, particularly when using Salesforce's Setup Wizard. Start by defining the approval process that you would like to build to limit mistakes.

Create an Approval Process From Setup, enter Approval in the Quick Find box, and then select Approval Processes. In Manage Approval Processes For, select Opportunity. Click Create New Approval Process | Use Jump Start Wizard. ... Configure the approval process. ... Save the approval process.

Step-By-Step Custom Approval Process Example: Build a Discount Step 1: Defining Your Custom Approval Process. ... Step 2: Build the Approval Process. ... Step 3: Notification Templates. ... Step 4: Configure your Approval Page Layout. ... Step 5: Add Initial Submitters.

In the Available Merge Fields | Click the Select Field Type drop down | Select Approval Fields | Click the Select Field drop down | Select Approval Step Approver | Select and Copy the value in the Copy Merge Field Value. 5. Paste the value into the desired location of the email body | Click Save.

Adding the Items to Approve list on the Salesforce Home page Navigate to Setup > Home Page Layouts. To edit the required page layout, click Edit. In the Select Wide Components to Display section, select the Items to Approve check box and click Next. Click Save.

From Object Manager in Setup, select the object you created for manager approvals. Click Fields & Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals. Field for... For the property... Do This. Manager who approves. Field Type. ... Save your work.

Adding the Items to Approve list on the Salesforce Home page Navigate to Setup > Home Page Layouts. To edit the required page layout, click Edit. In the Select Wide Components to Display section, select the Items to Approve check box and click Next. Click Save.