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Discounting Opportunities Classic Approval Process Example
Opportunities that are discounted more than 40% require a CEO approval. Use this example to create a one-step classic approval process.
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.
Prep Your Organization
Before creating the classic approval process:
- To notify approvers about a pending approval request, create an email template. To direct users to the approval page in Salesforce, include approval process merge fields.
- Create the following custom fields for opportunities:
- A percent field called Discount Percent so that users can enter a percentage discount.
- A checkbox field called Discount Approved to indicate whether the CEO approved the discount.
Create the Approval Process
Create a classic approval process on the Opportunity object and specify the following:
- The filter criteria for this classic approval process is Discount Percent greater or equal 0.4. Records must meet this criteria before they can be submitted to this classic approval process.
- You don't need to choose a custom field as the next automated approver because you specify later that the CEO must approve all requests.
- Select the email template you created for this classic approval process.
- Choose the record owner as the only user who can submit a discount request for approval.
- Create one approval step with no filter criteria since all records submitted must be approved or rejected.
- Choose Automatically assign to approver(s) and select the name of your CEO.
- If appropriate, choose The approver's delegate may also approve this request if you want to allow the user in the Delegated Approver field to approve requests.
- Consider creating the following final approval actions:
- Email alert to notify the user who submitted the discount request.
- Field update to automatically select the opportunity Discount Approved checkbox.
Wrap Things Up
- After you created the classic approval process, add the Approval History related list to the appropriate opportunity page layouts.
- Consider adding the Items To Approved related list to your custom home page layouts. The related list shows users all approval requests that are waiting for their response.
- If you have a sandbox, test the approval process, then activate it.
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