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Set Up a Classic Approval Process
If classic Approval Processes is the right automation tool for your business process, follow these high-level steps to create one for your org.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create approval processes: | Customize Application |
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.
Note It isn’t possible to create approval
processes on the User object with Classic Approval Processes. However, you can create
approval processes on the User object by using Flow Approval Processes.
- Prepare to Create a Classic Approval Process
Plan each classic approval process carefully to ensure a successful implementation. - Choose the Right Wizard to Create a Classic Approval Process
Before you create a classic approval process, determine which wizard is best for your needs. - Add an Approval Step to a Classic Approval Process
Approval steps define the chain of approval for a particular classic 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. - Add Automated Actions to a Classic Approval Process
You can associate actions to approval steps, initial submission, final approval, final rejection, or recall. Classic approval processes support four automated actions. - Activate a Classic Approval Process
After you’ve created at least one step for the classic approval process, activate the process.
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