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Create an Approval Process with the Jump Start Wizard | Salesforce
Create an Approval Process with the Jump Start Wizard
For approval processes that use a single step, use the jump start wizard. This wizard chooses some default options for you.
Available in: both Salesforce Classic and Lightning ExperienceAvailable in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions NeededTo create approval processes:“Customize Application”
From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
Select an object.
Select Create New Approval Process | Use Jump Start Wizard.
Configure the approval process by following the wizard.
Default Selections for the Approval Process Jump Start WizardChoose Approval Request Notification TemplatesDesign the Approval Request PageControl Which Records Apply to an Approval ProcessIdentify Assigned Approvers for an Approval Step
See Also:Default Selections for the Approval Process Jump Start Wizard
Considerations for Configuring Approvals
Considerations for Setting Approvers
Set Up an Approval Process
Choose the Right Wizard to Create an Approval Process
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