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What are approval steps in Salesforce?

Answer»

Before discussing APPROVAL steps let’s UNDERSTAND the approval PROCESS. It is an automated process that describes how records in salesforce are approved in a particular organization.

List of Steps-

  • Setup->CREATE-> Workflow and Approval->Approval Process
  • A select object which is to write for the approval process
  • Click in “Create New Approval Process”
  • From drop-down select STANDARD Setup Wizard
  • Now enter Unique name, Process name, and description for your approval process
  • In the end, specify the Entry Criteria


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