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Create a Chatter Post Template for Classic Approval Processes
Identify which fields to display in an approval request post.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create approval request post templates: | 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 Post Templates in the Quick Find box, then select Post Templates.
- Click New Template.
- Select the object for your template.
- Click Next.
- Give the template a name and description.
- If you want this template to be the default for the associated object, select Default.
-
Add up to four fields to display on the approval request post.
We recommend putting any text-heavy fields—such as Comments or Description—at the bottom.
- Save your changes.
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