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hey YouTube this is bearable IT today Im going to show you how to make an approval process in Salesforce we have a custom object I created called delivery commitment and Im going to put an approval process on it that once fully approved is going to move the proposed promise delivery date to the approved promise delivery date along the way its going to keep the approval status picklist updated to reflect whatever the approval process is in one nice thing about these processes is that it can update fields which are not editable to the users so that you have some integrity around your processes and can pass an audit so lets go ahead and get started here by clicking on the setup menu in the quick fine box youll type approval and click on approval processes and make sure that the object youre putting the approval process on is in this drop-down right here so in my case delivery commitment click create new approval process and use the standard setup wizard give it a name representativ

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How do you send an email from approval?

Create Send Actions for Email Approval Processes From Setup, enter Send Actions in the Quick Find box, then select Send Actions. Click New Send Action. Select Email Message from the object dropdown list. Enter a unique name for the action. Optionally, enter a description for the action. Click Save.

How do I submit a record for approval process in Salesforce?

Submit a Record for Approval Go to the record that you want to submit for approval. Make sure its ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. Click Submit for Approval.

How do I set up approval workflow in forms?

Create a Microsoft Forms approval workflow Head to Microsoft Power Automate and select +Create. Then, select Automated Flow. Under Choose your flows trigger, you can search through several options. Select +Next Step and fill out the details for the workflow youre automating.

How do I submit a record for approval automatically in Salesforce?

Step 2.2: Salesforce Flow Call an Acton Submit Record for Approval Under Toolbox, select Element. Drag-and-drop Action element onto the Flow designer. In the Action box, type Submit for Approval. Clicks on the Submit for Approval Core action. Set Input Values: Record ID: {!$ Record.Id} Click Done.

How do I send a record of approval?

Submit a Record for Approval Go to the record that you want to submit for approval. Make sure its ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. Click Submit for Approval.

Can Google forms be used for approvals?

With the Form Approvals add-on, you can turn your Google Form into an interactive approval workflow! As an example, you could turn a simple Time-Off Request Form into an approval workflow, where it routes to an employees Line Manager for approval and notifies the employee once it has been approved.

What does Google Forms allow you to do?

With Google Forms, you can create and analyze surveys right in your mobile or web browserno special software required. You get instant results as they come in. And, you can summarize survey results at a glance with charts and graphs.

How do I send an approval request?

How to write a request for approval Start with what you need. When asking for someones approval, be considerate of their time. Explain why you need it. Tell them why they should care. Show your enthusiasm for their response. Conclude your message.

What does submit for approval button do in Salesforce?

Click Submit for Approval. If an approval process applies to the record, Salesforce begins the approval process. This button isnt available after the record has been submitted.

How do I submit a record for approval?

Required Editions and User Permissions Go to the record that you want to submit for approval. Make sure its ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. Click Submit for Approval.

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