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Default Selections for the Classic Approval Process Jump Start Wizard
To make it easier for you to get started with a simple classic approval process, the jump start wizard automatically chooses some default options for you.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
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.
After creating a classic approval process using the jump start wizard, you can modify these default options and add more steps from the approval process detail page. Exception: you can’t modify the Record Lock action on the Initial Submission Actions list.
- To edit records awaiting approval in the classic approval process, users must have the “Modify All Records” permission for the given object or the Modify All Data permission.
- The page layout for the approval request includes the record name (or number), owner, date created, and approval history.
- The security settings require approvers to log in to Salesforce to view the approval page.
- Only the owner of the record can submit the record for approval.
- Records are locked when submitted for approval.
- Records remain locked until approved or rejected.
- Rejected records are unlocked.
- Only admins can recall a record after it’s submitted.
- There are no auto-approve or auto-reject actions.
- No email notification is sent upon approval or rejection.
- No field values are automatically updated during the approval process.
- An approver can’t automatically delegate another user to approve the approval requests.
- The Allow submitters to recall approval requests option isn’t selected.
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