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Submit a Record for Approval Using a Classic Approval Process
Depending on your org’s customizations, you can submit a record for approval directly from that record.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To submit a record for approval: | Read on the record |
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.
- Go to the record that you want to submit for approval.
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Make sure it’s ready to be submitted.
Before you can submit a record for approval, it must meet the criteria for an active classic approval process. If you’re not sure what the requirements are, ask your admin.
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Click Submit for Approval.
If a classic approval process applies to the record, Salesforce begins the classic approval process. This button isn’t available after the record has been submitted.
To keep tabs on the progress of your submitted approval, we recommend following the approval record in Chatter.
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