Set Up an Approval Process to Approve Party Profile Records
To automate the review of Party Profile records that were created for onboarding applicants, create an approval process. Use approval processes to specify the sequence of steps that are necessary to approve a record.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create and read onboarding-related objects: | Financial Services Cloud Extension permission set |
| To create an approval process: | Customize Application |
A Party Profile record represents the information about the profile of the applicant that you’re onboarding. An approval process for Party Profile specifies each step of approval, including from whom to request approval and what to do at each point of the process.
- From Setup, in the Quick Find box, find and select Approval Processes.
- For Manage Approval Processes For, select Party Profile.
- Click Create New Approval Process and then select Use Standard Setup Wizard.
-
Enter Approve Party Profileas the name for the approval
process.
If you enter a different name, make sure to update the references to the approval process in the flow Onboarding: Request Party Profile Approval.
- If only certain types of records should enter this approval process, enter that criteria and click Next.
- Select the field to use for automated approval routing.
- Under Record Editability Properties, select Administrators ONLY can edit records during the approval process.
- Click Next.
- If you created an email template, select the email template that’s used to notify approvers that an approval request has been assigned to them.
-
Select the fields to show on the Approval page layout.
-
From the Available Fields list, add the fields from the Party Profile object to the
Selected Field.
For example, you can select Party Profile Name, Owner Name, Created Date as the fields to show on the Approval page layout.
- Select Display approval history information in addition to the fields selected above.
- Under Security Settings, select Allow approvers to access the approval page only from within the Salesforce application. (Recommended).
-
From the Available Fields list, add the fields from the Party Profile object to the
Selected Field.
-
Specify which users are allowed to submit the initial request for approval.
For example, you can select Party Profile Owner as the Allowed Submitter.
- Save your changes.
- Add an Approval Step to the Approval Process for Onboarding
Add an approval step to determine the records that can advance to that step and the approver, and whether to let an approver’s delegate respond to the requests. - Add Field Updates to the Approval Process for Onboarding
Field updates change the selected field after the approval process is complete. You can add field updates for Final Approval Actions and Final Rejection Actions. - Activate the Approval Process to Approve Party Profile Records
After setting up the approval process, always activate the approval process.
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