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

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

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Күн бұрын

Thanks for Watching!
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Пікірлер: 28

@salesforceemily 2 жыл бұрын

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

@cringedude3427 Жыл бұрын

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.

@salesforceemily Жыл бұрын

Happy to help!

@yassineouahilal1282 27 күн бұрын

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

@salesforceemily 27 күн бұрын

Glad it helped!

@levon9 Жыл бұрын

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.

@curtislewis2075 10 ай бұрын

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

@beatrizpuche9134 2 жыл бұрын

Super helpful, thank you!

@salesforceemily 2 жыл бұрын

Glad it was helpful!

@CollegeHustler Жыл бұрын

Perfect! Thank you.

@salesforceemily Жыл бұрын

Happy to help!

@harshareddy7592 Жыл бұрын

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.

@TaniyaDhiman-zo6vh Жыл бұрын

too good video very helpful..

@salesforceemily Жыл бұрын

Happy to help!

@sunriseeternity300 Жыл бұрын

Thank You #saleforce #approvalprocess

@archana-sv1hh 5 ай бұрын

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

@ehsanulkarim2489 Жыл бұрын

Liked this Video ..

@salesforceemily Жыл бұрын

Thanks for liking

@gibralprevian 10 ай бұрын

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?

@tonyaelvecrogbaker8762 6 ай бұрын

Do you have a demo where there are multiple approvers?

@bjeevan3376 2 жыл бұрын

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.

@julioc.guevara3658 Жыл бұрын

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

@salesforceemily Жыл бұрын

I have not! I will have to put it on my list of topics for videos!

@nithinnaidu9467 Жыл бұрын

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.