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Automate Your Business Processes
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            Add an Automated Action to Your Classic Approval Process

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            Add an Automated Action to Your Classic Approval Process

            If you didn’t create an automated action before configuring your classic approval process, you can create one directly from the classic approval process.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create approval actions: Customize Application
            Important
            Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.
            1. Open the classic approval process that you want to add an action to.
            2. From the appropriate related list, click Add New. For an approval step where the Approval Actions and Rejection Actions are hidden, click Show Actions.
            3. Choose the type of action.
              The list of available actions differs depending on your settings and whether you’ve reached the limit for a type of action.
            4. Configure the action.

            See Also

             
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            Salesforce Help | Article