Day 14 | Salesforce Bootcamp 2023 | Approval Process in Salesforce

Рет қаралды 34,036

Жыл бұрын

Do you want to begin your Salesforce Journey & Build your Career in Salesforce Ecosystem???
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Пікірлер: 90

@ifyouseejeanne Жыл бұрын

Hi Sanjay! Congratulations on having growing subscribers. Thank you for all your hard work in teaching us different topics.

@SanjayGuptaTechSchool Жыл бұрын

It's my pleasure

@Kings238 Жыл бұрын

Hi, Gupta Sir Congratulations on having growing subscribers. Thank you for all your hard work in teaching us different topics.............................😘😘😘😘😘

@bhamamanikommula2587 Жыл бұрын

Sir, Your explanation is so.... good, Thank you so much for your great effort

@yogeshjoshi3662 Жыл бұрын

Hi Sanjay Sir, while I was completing my trail head module of lighetning app builder the last topic was work with custom lightning, I believe we have not covered that part in your past videos.

@hariniven8648 8 ай бұрын

Hi Sir, Thank you so much for your hard work and support.

@YashSharm884 Жыл бұрын

It is really helpful. In the next video, could you please run this automation using flow and process builder or from apex.

@rajkumarsahoo1857 10 ай бұрын

Congrats Sanjay Sir for this achieving this feat. Just the beginning

@SanjayGuptaTechSchool 10 ай бұрын

Thank you!

@murlimishra6502 Ай бұрын

Very nicely explained. Thankyou sir for sharing the valuable information. , Your work is highly appreciated !!!

@aakashdeepsingh6726 3 ай бұрын

Hey can anyone help me with 4th point of this exercise where user record of logged in user(system admin) need to be edited and manager selected as Nick Doe . I didn't get what user record here is exactly

@sureshgadde7726 Жыл бұрын

Thanks!

@aradhanamishra6094 9 ай бұрын

Discount percentage and status approval field are restricted to standard user and system admin then how you are able to see those field while creating new opportunity?

@chithraprakash8392 11 ай бұрын

Your videos are great, thank you ❤

@SanjayGuptaTechSchool 11 ай бұрын

Glad you like them!

@nishathjahan2311 Жыл бұрын

Congratulations

@VishnuKumar-vn2ej Жыл бұрын

In my org, approval process is not showing how to enable it sir😢?

@priyankamoon3012 Ай бұрын

Please suggest how not to hard code approver's name and how can we achieve this same dynamically? Because what if there are so many approval processes and so many steps? What if any approver leaves the organization, do we have to update each approver under approval process manually?

@shubhamdhole-gl1jn 9 ай бұрын

Today i went to this video , I am not able to see approval process option there instead of i can see lots of option

@17mevicky 9 ай бұрын

What is the basic difference between a jump start wizard and a standard setup wizard??

@akanchapoddar2452 4 ай бұрын

I have a requirement to add a field called Product Quantity from the related list for the approval process in Case object. Is it feasible ?

@ningutej1 Жыл бұрын

many congrats sir.. 50K plus subscribers...🤗

@SanjayGuptaTechSchool Жыл бұрын

Thank you so much 😀

@kumaryenugutala9009 5 ай бұрын

Thank u legend

@navnitkhandait6750 10 ай бұрын

you can not create more than 2 users in org how can I apply this steps

@rambalasani507 Жыл бұрын

Ur session are very interesting. Gaining knowledge ,

@SanjayGuptaTechSchool Жыл бұрын

Glad to hear that

@justanime7912 3 ай бұрын

Congrats Sir for 77.7K Subscriber. you are a brilliant teacher.

@SanjayGuptaTechSchool 3 ай бұрын

Thank you!

@mentalvicky5457 Ай бұрын

This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information. i getting this type of error . what should i do now

@shekerbekzholdoshev9762 10 ай бұрын

Thanks

@rambalasani507 Жыл бұрын

Congrulations , sir ur God gift me to learn

@SanjayGuptaTechSchool Жыл бұрын

So nice of you

@saraswathiM-wq3rs Жыл бұрын

Please teach us Integration as well

@ArpanKumarMehta 3 ай бұрын

while the submiting approval . Error throw ......( This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.)

@kunalvirdi6740 6 ай бұрын

6:29 -> Approval Process Timeline:- 15:19 -> Disable Force Re-Login 19:33 -> Email Template 24:38 -> Creating Approval Process 32:00 -> Specify Initial Submission Action 34:47 -> Specify Approval Steps 41:04 -> Creating Final Approval Action 42:51 -> Final Rejection Action 45:28 -> Testing Approval Action

@motupallibhanu230 5 ай бұрын

Hi Sanjay sir can you explain how to do the 4th step: Edit logged in user record and select manager as nick doe?

@aakashdeepsingh6726 3 ай бұрын

Hey I am also not getting this step. Do you know now?

@aniketwasekar9113 2 ай бұрын

@@aakashdeepsingh6726 If you know tell me ? [Error: Invalid Data. Review all error messages below to correct your data. You cannot set a hierarchy field to point to itself or a child record.]

@chithraprakash8392 11 ай бұрын

Hi Sanjay, can you have class for apex

@manavarora0570 11 ай бұрын

Hi Sir, there's one issue that I am facing whenever I am clicking on "Submit for Approval" It is showing one Pop up i.e. This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information. Although I've checked still cannot figure out the issue

@pankajvsolanke 5 ай бұрын

HOME SEARCH USERS Edit SYSTEM ADMIN User scroll down IN approval settings - manager field appoint Nick Doe as a manager means manager-Nick Doe this is for greater than 20% condition HOME SEARCH USERS Edit Nick Doe User scroll down IN approval settings - manager field appoint John Doe as a manager means manager-John Doe this is for greater than 40% condition

@d_b6887 3 ай бұрын

Mr. Gupta, I have a problem. I don't have a button "Login" in users (looks like your video 14:35). Could you tell me please How I can add this button?

@SanjayGuptaTechSchool 3 ай бұрын

In setup search login access policy and enable a checkbox where admin can login with any user.

@d_b6887 3 ай бұрын

@@SanjayGuptaTechSchool I appreciate so much! You are the best teacher!

@truptiramteke6050 5 ай бұрын

How to do 4rth step:Edit logged in user record and select manager as nick doe.......❓❓❓❓

@smmrok 6 ай бұрын

30:54 -> I do not see "Add the submit Approval option... " - Hence "Submit for Approval" is not showing in the opportunity page layout? Any idea

@SanjayGuptaTechSchool 6 ай бұрын

Go to page layout and add it.

@smmrok 6 ай бұрын

@@SanjayGuptaTechSchool Thank you for that info- I just like to say it is a hidden option that was only possible after struggling couple of time -

@siddhanttomar5566 9 ай бұрын

Hi Sanjay and everyone, getting error at 49:24 sec for submit for approval for discount percentage over 20%. The error is "This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.". I have not missed any steps, please help me in this problem domain.

@pankajvsolanke 5 ай бұрын

@mayuridubey6139 2 ай бұрын

@@pankajvsolanke thank you

@nandanareddy-tx5qz Жыл бұрын

hi sir! when i enter more than 20% it showing a message as " This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information."

@pankajvsolanke 5 ай бұрын

@aniketwasekar9113 2 ай бұрын

@@pankajvsolanke [Error: Invalid Data. Review all error messages below to correct your data. You cannot set a hierarchy field to point to itself or a child record.]

@mothisudhan4162 Жыл бұрын

"submit for approval" drop down is not showing in my opportunity object. can you please help me i followed the process all along but still not able to find it

@SanjayGuptaTechSchool Жыл бұрын

Check page layout once

@rachana1356 4 ай бұрын

@@SanjayGuptaTechSchool I have checked, able to find it but unable to drag and drop it on page layout please help.

@siddharthgautam9 Жыл бұрын

Hi sir, Can we delete the Approval process? In one ORG how many Approval process we can created?

@SanjayGuptaTechSchool Жыл бұрын

Yes we can delete.

@sadiq6279 Жыл бұрын

Sir can I store approval comments in custom field?

@SanjayGuptaTechSchool Жыл бұрын

I think no.

@vaibhavsureshkhandge3390 Жыл бұрын

Hello Sanjay Sir, While i was creating opportunity for more than 25 % it was creating successfully but after clicking on Submit for Approval it is showing No applicable approval process was found.

@SanjayGuptaTechSchool Жыл бұрын

Have you activated the approval process?

@vaibhavsureshkhandge3390 Жыл бұрын

@@SanjayGuptaTechSchool Yes Sir The First One is done ie less than 20% but for rest two it is showing that message

@muzan473 Жыл бұрын

@@vaibhavsureshkhandge3390chose nick doe as 1st step approver

@PriyanshuJain-tn7tm Жыл бұрын

Another user in not able to find that app and particular object for approval.

@SanjayGuptaTechSchool Жыл бұрын

You need to give permission then on the profile.

@PriyanshuJain-tn7tm Жыл бұрын

@@SanjayGuptaTechSchool OWD is public read write and i have assign standard profiles. so in that case also i have to give profile and access ??

@RahulMishra-ld2bo Жыл бұрын

@@PriyanshuJain-tn7tm Yes. The Object access is determined by the profile . Did you checked in the standard user profile does that object has read access?

@swaraj8792 Жыл бұрын

Hello Sir, when the Discount Percentage is 25% and click on submit for approval , I see the message as "This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information." Please reply. My hearty Congratulations !!!

@muzan473 Жыл бұрын

Chose nik doe as 1st step approver

@priyankaraut2060 10 ай бұрын

In the exercise sheet.. There are steps given.. Go through step no 4 again.. You have to set Nick doe as a manager in system admin user record.. This will surely solve your issue

@pankajvsolanke 5 ай бұрын

@chetanpanchbhai2431 Жыл бұрын

i am getting this error while submitting for approval for above 20 and 40 percent. This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.

@swaraj8792 Жыл бұрын

Hello Chetan, I was getting the same error, did you find the solution?

@chetanpanchbhai2431 Жыл бұрын

@@swaraj8792 not yet.

@RahulMishra-ld2bo Жыл бұрын

@@chetanpanchbhai2431 Did you find the answer?

@chetanpanchbhai2431 Жыл бұрын

@@RahulMishra-ld2bo no

@priyankaraut2060 10 ай бұрын

In the exercise sheet.. There are steps given.. Go through step no 4 again.. You have to set Nick doe as a manager in system admin user record.. This will surely solve your issue

@smmrok 6 ай бұрын

How to delete a user?

@SanjayGuptaTechSchool 6 ай бұрын

We cannot delete a user, we can deactivate.

@smmrok 6 ай бұрын

@@SanjayGuptaTechSchool Ok Thank you