Add an Approval Step to an Approval Process Approval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver’s delegate respond to the requests. The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request.
Review an Approval Process Generate a graphical representation of your approval process before you activate it. Use the Process Visualizer to gain buy-in from step owners and reinforce your company’s policies by documenting the decisions you reached when the approval process was designed.