Salesforce Approval Process Guide: All You Need to Know

Salesforce gives users the ability to automate an approval process by building it inside the Salesforce organization.

Our Salesforce Consultant Chris Petersen recorded a detailed video to show how to set up an approval process for Deal in AscendixRE CRM, a version of Salesforce for the commercial real estate industry.

Note, that this process is similar to all Salesforce instances as well so keep reading if you wish to learn about the Salesforce approval process set up.

 

 

Read this article to learn the out-of-the-box functionality for the Approval Process in Salesforce and decide if it works for you and your team.

Why Salesforce Approval Process

 

Salespeople quite often face the need to confirm their transactions at in-house departments (for example: legal, accounting).

Usually, it involves quite many emails to different people, so you need to make sure it is confirmed.

No secret that this process may take quite some time.

That is why Salesforce developed a built-in approval process that you can use to automate approval getting.

Once set up, you can request approval with a click of a button.

 

 

 

Salesforce Approval Process: Preconditions

 

Step 1. Decide who is an Approver in your process and set up a Queue

 

Approver can be an individual – fixed user, or a team of people. A queue is basically a name of that group and individuals that belong to that group.

 

 

In our example, we’re going to set up the Leasing department heads and Legal Team queues. To do that:

Step #1. Go to Setup > Quick find box > start entering Queue. Select Queues and click new

 

 

Step #2. Add the Queue Label, choose if  you wish Salesforce to send emails when new records are added to the Queue

 

 

Step #3. Decide what objects the Queue should apply to.

 

 

Step #4. Add Queue members (one or multiple users) and Save.

 

 

Step #5. Repeat Step 1 to create the Leasing department heads Queue

 

Step 2. Set up an Email Notification

 

An email notification will inform an Approver or Approvers that some record needs his/her or their attention.

To set up an email notification you should have an email template.

In our example we will create a basic text approval that will be used to notify about every Deal on the negotiation stage that requires approval from the recipient:

Step #1. From Setup enter Classic email in Quick find box > select Classic Email Templates > New

 

 

Step #2. Select Text type > Next.

 

 

Step #3. Select a folder to store your template and check Available For Use.

Step #4. Enter a name, description and a subject of your template and the text of your message.

Step #5. Click Save to save your email template.

 

 

Note that you can add the merge fields in the email body.

In our example, we added the links to a Deal record so an Approver can quickly review the Deal.

 

Salesforce Approval Process Setup

 

Step 3. Setting up an Approval Process

 

Now we’re going to set up an Approval Process so that our Leasing department heads and a Legal Team can review and confirm a Deal.

To set it up you need to:

Step #1. Go to Setup > start entering Approval in Quick find box > select Approval Processes

Step #2. Select an Object your Approval Process is going to be applied to

Step #3. Create New Approval Process > Use Standard Setup Wizard

 

 

Step #4. Name your Approval Process and Add a Description, then click Next

 

 

Step #5. Define if records, triggered by your process should meet any specific criteria, then click Next

 

 

In our example, we have selected Deal from Manage Approval Process drop-down list. Also on Specify Entry Criteria Step, we defined that Deal Sales Stage should be equal Negotiation, which means that this Dealsheet Approval Process will run when a Deal will go to Negotiation Sale Stage.

Step #6. Choose an Automated Approver and record editability properties > Next

 

 

An automated Approver is a person to whom an automated approval routing will be directed.

This can be either the user’s manager or the record owner’s manager.

In this example, we left this field blank, which means that a user will need to define the Approver manually.

Also, you can specify record editability properties – by setting it for Administrators only or Administrators and assigned Approvers.

We left this for Administrators only.

 

 

Step #7. Select an approval notification template: email, or post or both and click Next.

 

 

Step #8. Choose fields to be displayed for Approver on the Approval Page layout.

Step #9. Decide, display or not the approval history information.

Step #10. Define Security Settings.

 

 

Step #11. Select whom to allow to submit the initial request for approval.

Step #12. Define the Page Layout and Approval Recall Settings > Save.

 

 

We’ve selected the Approval Email Template, which was created on Step 2.

Now it’s time to add an Approval Step to an Approval Process. Approval Steps define a sequence of approvals for a process.

 

 

To add an Approval Step, you should:

Step #1. Select Approval Process from the list of Processes > Approval Steps > New Approval Step

Step #2. Add Name, Description, Define Step Number > Next

 

 

Step #3. Set the records entry criteria for this particular step and click Next

 

 

You can choose either all records or records that match certain criteria and define such criteria.

In our example, we’ve selected All records should enter this step option.

Step #4. Define a user, or a group,  who should approve records that entered this step > Save

 

 

You can choose either to let the submitter define the Approver manually or assign to a single Queue or select multiple Approvers (Users, Queues or Related Users) for this option.

In our example, we have assigned our Queues created on Step 1 as Approvers on the first step (used Add Row option to select a second Queue).

Also, for multiple Approvers either Approve or Reject based on the First response or Require Unanimous approval options are available. First means that the first response defines if the record is approved or rejected.

In our example, we have required unanimous approval, which means that the record approval will be successful only if everyone approves it. If any rejection is received for the record – the approval request is rejected.

 

 

Next you can set Automated Actions to an Approval Process steps, initial submission, final approval, final rejection, or recall.

In our example we have left Initial Submission Actions, Final Approval, Final Rejection and Recall Actions as they were defined, locked or unlocked for editing, when record is approved or rejected.

 

 

Step #4. Activate the process.

 

 

Salesforce Approval: Results Checking

 

Step 5. Check the result

 

Finally, we can get back to the Deal record, and check, if the process works as defined. To do that:

• App Launcher > AscendixRE > Go to Deals from Navigation Bar
• Click on any Deal record > Select Submit for Approval

 

 

In our example, we have selected Deal from a Tour stage. After entering comments, we have received an error message saying that no applicable process was found (as our Approval Process trigger Deals from the Negotiation Sales Stage). Let’s repeat previous steps but before – change Deal Sales Stage to Negotiation.

 

 

The first thing that happened here – process added the related records to Approval History. Approval History captures the submitter, his/her comments and the Approvers, whom it’s assigned to.

One more thing there – if a record has Notes and Attachments – an Approver won’t be able to see it through the approval form; he/she will need to go to the Deal record to check the Attachments there.

 

 

Now let’s check an email notification – the one which Approvers receive when there’s something for them to approve.

 

 

The first link in the Email notification brings Approvers directly to the actual Deal record, but the actual Deal record will not allow approving or rejecting.

So, the best way here is if they click one of these other links to view the actual records for approval.

 

 

On the approval record Approver can see fields that represent a Deal on a high level. These are fields that we defined during Step 3 – Setting up an Approval Process. From this record, an Approver can Approve or Reject a Deal and leave a comment.

 

 

You can check changes on a Deal Record Related Page.

 

 

That’s it!

I hope now you know how to set up an approval process for your company.

 

 

About Ascendix Technologies

 

If you haven’t heard about Ascendix Technologies yet, we are a CRM consulting company founded back in 1996. We offer complete Salesforce consulting services, including custom app development and administration of your Org.

We help companies from any industry implement, customize and love Salesforce. If you are not sure that Salesforce is the right fit for you, contact us and we’ll discuss options as we have worked with no less than ten different CRM platforms.