Approval Processes in Salesforce | How to set up an approval processes | Salesforce Admin Training
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- Опубліковано 9 лип 2024
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Your video is clear and helpful for me, many thanks for you 🙂
Glad it helped!
@salesforceemily
Do you have a demo of how it looks from the user's perspective to submit and approve/reject records?
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.
Happy to help!
Super helpful, thank you!
Glad it was helpful!
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.
Perfect! Thank you.
Happy to help!
hi Thank you for the amazing video,I have a question ' Shouldn't the records be unlocked in final approval Actions?'
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.
too good video very helpful..
Happy to help!
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?
Do you have a demo where there are multiple approvers?
Hi Emily Thank you for the video! Have you used flow or the new Flow Orchestration for an approval process?
I have not! I will have to put it on my list of topics for videos!
Thank You #saleforce #approvalprocess
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.
Liked this Video ..
Thanks for liking
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.
Please create whole Salesforce developer things from beginning
I am working on building that out currently! You can usually expect to see developer videos on thursdays from my channel
Keep your microphone a bit away or edit those breaths and gulps. .sorry but its a bit irritating
Don’t be rude. Emily is perfect and I can’t hear any of the sounds you claim to hear.