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Automate Your Business Processes with Salesforce Flow
Create a Classic Approval Process with the Jump Start Wizard

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
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. From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
  2. Select an object.
  3. Select Create New Approval Process | Use Jump Start Wizard.
  4. Configure the approval process by following the wizard.
 
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