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Create a Classic Approval Process with the Jump Start Wizard
For classic approval processes that use a single step, use the jump start wizard. This wizard chooses some default options for you.
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.
- 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.
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Configure the approval process by following the wizard.
- Default Selections for the Classic Approval Process Jump Start Wizard
- Choose Request Notification Templates for a Classic Approval Process
- Design the Approval Request Page for Classic Approval Processes
- Control Which Records Apply to a Classic Approval Process
- Identify Assigned Approvers for an Approval Step in a Classic Approval Process
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