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Add an Approval Step to the Approval Process for Onboarding

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Add an Approval Step to the Approval Process for Onboarding

Add an approval step to determine the records that can advance to that step and the approver, and whether to let an approver’s delegate respond to the requests.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled

User Permissions Needed
To add an approval step:	Customize Application

From Setup, in the Quick Find box, enter Approval Processes, and then click Approval Processes.
Select the approval process to which you want to add the approval step.
Under Approval Steps, click New Approval Step.
Enter a name for the approval step, and then click Next.
Select All records should enter this step, and then click Next.
Select Automatically assign to queue, and then select a queue.
Save your changes.