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Add an Approval Step to the Approval Process

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Add an Approval Step to the Approval Process

Add an approval step to determine the records that can advance to that step and the approver, and to determine whether an approver’s delegate can respond to the requests.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To add an approval step: Customize Application
  1. From Setup, in the Quick Find box, enter Approval Processes, and then click Approval Processes.
  2. Select the approval process that you want to add the approval step to.
  3. Under Approval Steps, click New Approval Step.
  4. Enter a name for the approval step, and then click Next.
  5. Select All records should enter this step, and then click Next.
  6. Select Automatically assign to queue, and then select a queue.
  7. Save your changes.
 
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Salesforce Help | Article