Auto Submit Salesforce Campaign Record into Approval Process with Flow

Step 1: Create an Approval Process: 

1. Click Setup.
2. In the Quick Find box, type Approval Processes.
3. Click on the Create New Approval Process | Use Standard Setup Wizard button. 
4. Select the Campaign object for Manage Approval Processes For drop-down. 
5. Now create an approval process, as shown in the following screenshot:

Step 2.1: Salesforce Flow – Define Flow Properties: 

As we have a requirement for submitting the record into the approval process, this is why we have to use the After-save flow. 

1. Click Setup.
2. In the Quick Find box, type Flows.
3. Select Flows then click on the New Flow.
4. Select the Record-Triggered Flow option and click on Next and configure the flow as follows: 
   1. How do you want to start building: Freeform
   2. Trigger the Flow When: A record is created or updated
   3. Run Flow: After the record is saved
5. Object: Campaign
6. Select All Condition Are Met (AND). 
7. Set Conditions
   1. Row 1
      1. Field: Campaign | IsActive
      2. Operator: Equals
      3. Value: {!$GlobalConstant.True}
   2. Click Add Condition
   3. Row 2
      1. Field: Campaign | Budgeted Cost in Campaign
      2. Operator: Greater Than
      3. Value: 1000000
8. Select Only when a record is updated to meet the condition requirements.
9. Click Done.

Step 2.2: Salesforce Flow – Call an Acton – Submit Record for Approval:

The next step is to submit the campaign record for approval. For this, we will call the Submit for Approval core action.
 

1. Under Toolbox, select Element. 
2. Drag-and-drop Action element onto the Flow designer. 
3. In the Action box, type Submit for Approval.
4. Click on the Submit for Approval Core action.
5. Set Input Values:
   1. Record ID: {!$Record.Id}
   2. Approval Process Name Or ID: Campaign_budget_greater_than_1M
   3. Submission Comments: Auto Submitted through Flow
6. Click Done.

In the end, your Flow will look like the following screenshot:

1. Click Save.
2. Enter Flow Label the API Name will auto-populate.
3. Click Show Advanced.
4. Type: Record-Triggered Flow
5. API Version for Running the Flow: 51
6. Interview Label: Submit campaign for Approval {!$Flow.CurrentDateTime}
7. Click Save. 

    9. Once everything looks good, click the Activate button.
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Written By: Rakesh Gupta | Salesforce MVP
Rakesh is Senior Solution Architect, Salesforce MVP, and Author. With a background in computer science, Rakesh is passionate about solution design and process automation

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