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Submit Records for Approval

Submit Records for Approval

Depending on your org’s customizations, the record owner can submit an approval request directly from the record. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. However, you can’t submit the Stationary Asset Carbon Footprint Item and Waste Footprint Item records for approval.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Permission Set Needed
To enter and modify data:

Net Zero Cloud Manager

OR

Net Zero Cloud Admin

On the record detail page, click Submit for Approval.

To track where a record is in the approval process, view its Approval History related list.

The approval process is a standard Salesforce approval workflow. For more information, see Approval Processes.

 
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Salesforce Help | Article