Salesforce Lightning Approval Process

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Salesforce Approval Processes - This lets you easily enforce rules into your business process such as requiring quotes get approved by a manager. You can use this on any Salesforce object such as Leads, Accounts, Cases etc. Here is a quick video showing how it works on a quote.

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great video but you don't show us how to create like this approval process

chaayoub

Can you please upload a video How to build this approval process.

sureshhosmani

I think the video is really good but I agree to this request, I would like to know how to add the pop up with the comment when submit the quote for approval

DamianGotbeter

Hi, great info to get me started on setting up the quote approval process. Where do i set 'draft' to have the submit for approval as mine is set to go straight to PDF options, thanks

BusinessOptixVideos

Hello, as newbie(0% experience) on Approval Process this video was great. Can u also show or explain on how/what you did on the 'backend' Initial Actions > Approval Steps, Final Approval Actions, Final Rejections > recall actions ? Thanks !!

alaking

How can I set up the page in a way that 'Create PDF' and 'Email Quote' buttons are hidden when the status is in draft or in review? And I also want to disable the record to be edited when the quotation is in review or in approved like in the video.

Min-hphd

Great video thanks! I just have 1 question: how were you able to hide the record type selection page when you created your quote? I have assigned 2 record types with a page layouts with and without create pdf button. It switches based on status thanks to a process. Did you use a visual force page to hide the record types from appearing when creating a new quote?

FuZzhardware

I though this was for admins but its a video for users on how to quote and submit for approval. not how to setup your org. not very useful for me as admin

ofcaa

Hi !! Just a question, How do you handle if the user clicks on the button Mark Status as Complete? I really appreciate your time!

ivannapanchenko

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