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            Create an Approval Process for Distributed Marketing

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            1. Salesforce Help
            2. Docs
            3. Engagement: Distributing Marketing and Marketing Cloud Connect

            Create an Approval Process for Distributed Marketing

            Define the Salesforce users who are responsible for approving Distributed Marketing content and the workflow they follow. You can create a simple approval process for Distributed Marketing, or a more complex approval process, to support your specific business needs by modifying approver and action selections.

            Required Editions

            User Permissions Needed
            To create an approval process: Customize Applications
            1. In Salesforce, navigate to Setup.
            2. In Quick Find, search for and select Approval Processes.
            3. In Manage Approval Processes For: select MCDM Submission.
              • For bulk send, select Bulk Send Job.
            4. From the Create New Approval Process picklist, select Use Jump Start Wizard.
            5. Name the approval process (required).
            6. Choose an approver.
              1. To assign to a specific user such as a compliance team, select Automatically assign to approver(s) and specify the user.
              2. To assign to a user based on the submitter's hierarchy field, select Automatically assign an approver using a standard or custom hierarchy field, and then pick an option from the dropdown.
              Note
              Note Manually choosing the approver isn’t supported.
            7. Click Save.
            8. Click View Approval Process Detail Page.
            9. In the Final Approval Actions section, select Edit on the Record Lock action.
            10. Select Unlock the record for editing.
            11. Click Save.
            12. In the Final Approval Actions section, select Add New then Field Update.
            13. Name the field update. For example, "Send".
            14. In the Field to Update picklist, select Status.
            15. In the Specify New Field Value list, select A specific field.
            16. In the picklist, select Send.
            17. Click Save
            18. In Final Rejection Actions, select Add New and then Field Update.
            19. Name the field update. For example, Reject.
            20. In the Field to Update picklist, select Status.
            21. In the Specify New Field Value list, select A specific value.
            22. In the picklist, select Reject.
            23. Click Save.
            24. Click Activate and accept the dialogue.
             
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