Approval Processes in Salesforce | How to set up an approval processes | Salesforce Admin Training

Thanks for Watching!

Check out my courses below!

Salesforce Associate Certification Prep:
Salesforce Business Analyst Certification Prep:
Salesforce Sales Representative Certification Prep:
Salesforce User Training:

[salesforceemily]

Not the tutorial you're looking for? Let me know and I will add it to the list!

[curtislewis]

@salesforceemily
Do you have a demo of how it looks from the user's perspective to submit and approve/reject records?

[cringedude]

I love your videos, they are clear, short, and in plain English which make them for non-native (like me) easy and pleasant to follow.

[levon]

Your videos are helpful, thank you for sharing them. Small correction, you can do OR with "criteria are met" too under certain circumstances as I recently found out. Let's say you need two picklist values to be selected you would just list both picklist values separated by commas in the Value field on the right.

[yassineouahilal]

Your video is clear and helpful for me, many thanks for you 🙂

[archana-svhh]

hi Thank you for the amazing video, I have a question ' Shouldn't the records be unlocked in final approval Actions?'

[RussellEvansDemo]

You didnt really go over how to get the opportunity page to show the submit for approval. How do you get the submit for approval button on there.

[tonyaelvecrogbaker]

Do you have a demo where there are multiple approvers?

[harshareddy]

Hi Emily, Perfectly Explained!!!

I have a query, In the "approval history" related list in Lightning it is showing an arrow in every approval step but when you press it it show "No actions available".

I tried changing the Approval History List View to enhanced and toggling 'show list view action bar' in the lightning app builder didn't seem to fix it. kindly help me on this. Thanks in advance.

[gibralprevian]

Hi Emily, great video! can i create hierarchy approver with more than one levels in salesforce? for example, if the discount above 50%, then the approval will submitted to user 1 then after user 1 approved it, the approval process continued to user 2?

[bjeevan]

All the things were fine but i dint get approval mail even i checked up process automation setings of approval email.. but i dint get anything as mail to approve can u please sugggest me solution for this problem.

[nithinnaidu]

Create a new field on Opportunity and when ever user check this then a workflow will request approval from Opportunity owner. If Opp owner approves it then all changes made will be applied and if rejected then all changes will be reverted.

[julioc.guevara]

Hi Emily Thank you for the video! Have you used flow or the new Flow Orchestration for an approval process?

[NS-ztps]

Please create whole Salesforce developer things from beginning

[rucha]

Keep your microphone a bit away or edit those breaths and gulps. .sorry but its a bit irritating