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Automate Your Business Processes
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            Add an Existing Automated Action to Your Classic Approval Process

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            Add an Existing Automated Action to Your Classic Approval Process

            If you’ve already created an automated action, you can add it to your classic approval process.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To select approval actions: 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. Open the classic approval process that you want to add an action to.
            2. From the appropriate related list, click Add Existing. If that button is hidden, click Show Actions.
            3. Choose the type of action.
            4. Move the action from Available Actions to Selected Actions.
            5. Save your changes.

            See Also

             
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            Salesforce Help | Article