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Automate Your Business Processes
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            Let Users Submit for Approval with Classic Approval Processes

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            Let Users Submit for Approval with Classic Approval Processes

            After you activate a classic approval process for an object, customize the object’s page layouts to support record submission.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To modify page layouts: 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.

            Add the following components to your page layouts.

            • Submit for Approval button
            • Approval History related list
              The Approval History related list lets users submit approval requests and track a record’s progress through a classic approval process from the record detail page.

            See Also

             
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