Keyword Analysis & Research: salesforce trailhead approval process

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Frequently Asked Questions

How do I create a new approval step in Salesforce?

Click New Approval Step under the Approval Steps related list. For Name, enter Manager of Position Owner. Click Next. Select All records should enter this step. Click Next. Select Automatically assign using the user field selected earlier (Manager). Click Save. Select No, I'll do this later.

What happens when a time-off request is approved in Salesforce?

For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager. The actions to take based on what happens during the approval process. For example, if a time-off request is approved, update fields on the employee’s record.

How do I create an approval process for a position?

From Setup, enter Approval Processes in the Quick Find box and select Approval Processes. Select Position from the Manage Approval Processes For picklist. Click Create New Approval Process and select Use Standard Setup Wizard from the picklist, then fill in the details. For Process Name, enter New Position Approval.

How do I create a multistep approval process?

Begin creating your multistep approval process. From Setup, enter Approval Processes in the Quick Find box and select Approval Processes. Select Position from the Manage Approval Processes For picklist. Click Create New Approval Process and select Use Standard Setup Wizard from the picklist, then fill in the details.


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