Day 14 | Salesforce Bootcamp 2023 | Approval Process in Salesforce

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  • Опубліковано 17 жов 2024

КОМЕНТАРІ • 96

  • @Kings238
    @Kings238 Рік тому +3

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

  • @rajkumarsahoo1857
    @rajkumarsahoo1857 Рік тому +2

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

  • @kunalvirdi6740
    @kunalvirdi6740 9 місяців тому +3

    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

  • @ifyouseejeanne
    @ifyouseejeanne Рік тому +2

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

  • @bhamamanikommula2587
    @bhamamanikommula2587 Рік тому +1

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

  • @murlimishra6502
    @murlimishra6502 4 місяці тому

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

  • @corneliacannon
    @corneliacannon 2 місяці тому

    Thank you for all you do for us Sanjay!

  • @ningutej1
    @ningutej1 Рік тому +3

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

  • @justanime7912
    @justanime7912 6 місяців тому +1

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

  • @hariniven8648
    @hariniven8648 11 місяців тому

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

  • @YashSharm884
    @YashSharm884 Рік тому +2

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

  • @rambalasani507
    @rambalasani507 Рік тому +1

    Ur session are very interesting. Gaining knowledge ,

  • @rambalasani507
    @rambalasani507 Рік тому +1

    Congrulations , sir ur God gift me to learn

  • @yogeshjoshi3662
    @yogeshjoshi3662 Рік тому

    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.

  • @nishathjahan2311
    @nishathjahan2311 Рік тому +1

    Congratulations

  • @priyankamoon3012
    @priyankamoon3012 4 місяці тому

    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?

  • @chithraprakash8392
    @chithraprakash8392 Рік тому +1

    Your videos are great, thank you ❤

  • @SANDEEPKUMAR-in6li
    @SANDEEPKUMAR-in6li Місяць тому

    I am not able to approve through system admin as it showing that Another user recalled or responded to this request.
    Any idea? 51:38

  • @mentalvicky5457
    @mentalvicky5457 4 місяці тому

    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

  • @ArpanKumarMehta
    @ArpanKumarMehta 6 місяців тому

    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.)

  • @aradhanamishra6094
    @aradhanamishra6094 Рік тому

    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?

  • @akanchapoddar2452
    @akanchapoddar2452 6 місяців тому

    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 ?

  • @sureshgadde7726
    @sureshgadde7726 Рік тому +1

    Thanks!

  • @aakashdeepsingh6726
    @aakashdeepsingh6726 6 місяців тому

    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

  • @17mevicky
    @17mevicky Рік тому

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

  • @kumaryenugutala9009
    @kumaryenugutala9009 8 місяців тому +1

    Thank u legend

  • @shubhamdhole-gl1jn
    @shubhamdhole-gl1jn Рік тому

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

  • @motupallibhanu230
    @motupallibhanu230 8 місяців тому +1

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

    • @aakashdeepsingh6726
      @aakashdeepsingh6726 6 місяців тому +1

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

    • @aniketwasekar9113
      @aniketwasekar9113 5 місяців тому

      @@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.]

    • @snehalthakkar136
      @snehalthakkar136 Місяць тому

      Go to Users -> Edit System Administrator User(which is you)-> Go all the way down there you see "Approver Settings" under that there is a field "Manager".

    • @snehalthakkar136
      @snehalthakkar136 Місяць тому

      @@aakashdeepsingh6726 Go to Users -> Edit System Administrator User(which is you)-> Go all the way down there you see "Approver Settings" under that there is a field "Manager".

  • @VishnuKumar-vn2ej
    @VishnuKumar-vn2ej Рік тому

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

  • @navnitkhandait6750
    @navnitkhandait6750 Рік тому

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

  • @nandanareddy-tx5qz
    @nandanareddy-tx5qz Рік тому +1

    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
      @pankajvsolanke 8 місяців тому

      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

    • @aniketwasekar9113
      @aniketwasekar9113 5 місяців тому

      @@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.]

  • @saraswathiM-wq3rs
    @saraswathiM-wq3rs Рік тому +1

    Please teach us Integration as well

  • @smmrok
    @smmrok 9 місяців тому

    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
      @SanjayGuptaTechSchool  9 місяців тому

      Go to page layout and add it.

    • @smmrok
      @smmrok 8 місяців тому

      @@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 -

  • @manavarora0570
    @manavarora0570 Рік тому

    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
      @pankajvsolanke 8 місяців тому

      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
    @d_b6887 6 місяців тому

    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
      @SanjayGuptaTechSchool  6 місяців тому +1

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

    • @d_b6887
      @d_b6887 6 місяців тому

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

  • @truptiramteke6050
    @truptiramteke6050 8 місяців тому

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

  • @chithraprakash8392
    @chithraprakash8392 Рік тому

    Hi Sanjay, can you have class for apex

  • @siddhanttomar5566
    @siddhanttomar5566 Рік тому

    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
      @pankajvsolanke 8 місяців тому

      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

    • @mayuridubey6139
      @mayuridubey6139 5 місяців тому

      ​@@pankajvsolanke thank you

    • @routhuaravind6006
      @routhuaravind6006 Місяць тому

      ​@@pankajvsolanke it working, but may i please know the reason why its working now not before ?

  • @shekerbekzholdoshev9762
    @shekerbekzholdoshev9762 Рік тому

    Thanks

  • @mothisudhan4162
    @mothisudhan4162 Рік тому

    "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
      @SanjayGuptaTechSchool  Рік тому

      Check page layout once

    • @rachana1356
      @rachana1356 7 місяців тому

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

  • @siddharthgautam9
    @siddharthgautam9 Рік тому

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

  • @vaibhavsureshkhandge3390
    @vaibhavsureshkhandge3390 Рік тому

    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
      @SanjayGuptaTechSchool  Рік тому +1

      Have you activated the approval process?

    • @vaibhavsureshkhandge3390
      @vaibhavsureshkhandge3390 Рік тому

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

    • @muzan473
      @muzan473 Рік тому

      ​@@vaibhavsureshkhandge3390chose nick doe as 1st step approver

  • @chetanpanchbhai2431
    @chetanpanchbhai2431 Рік тому

    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
      @swaraj8792 Рік тому

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

    • @chetanpanchbhai2431
      @chetanpanchbhai2431 Рік тому

      @@swaraj8792 not yet.

    • @RahulMishra-ld2bo
      @RahulMishra-ld2bo Рік тому +1

      @@chetanpanchbhai2431 Did you find the answer?

    • @chetanpanchbhai2431
      @chetanpanchbhai2431 Рік тому

      @@RahulMishra-ld2bo no

    • @priyankaraut2060
      @priyankaraut2060 Рік тому

      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

  • @swaraj8792
    @swaraj8792 Рік тому

    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
      @muzan473 Рік тому

      Chose nik doe as 1st step approver

    • @priyankaraut2060
      @priyankaraut2060 Рік тому

      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
      @pankajvsolanke 8 місяців тому

      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

  • @PriyanshuJain-tn7tm
    @PriyanshuJain-tn7tm Рік тому

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

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  Рік тому +1

      You need to give permission then on the profile.

    • @PriyanshuJain-tn7tm
      @PriyanshuJain-tn7tm Рік тому

      @@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
      @RahulMishra-ld2bo Рік тому +1

      @@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?

  • @sadiq6279
    @sadiq6279 Рік тому

    Sir can I store approval comments in custom field?

  • @routhuaravind6006
    @routhuaravind6006 Місяць тому

    viewed on 14-sep-24

  • @sunilmishra9492
    @sunilmishra9492 Рік тому

    Sanjay Sir u missed lots of concepts like u did not explain in detail like what is unanimous and all.. its not 100% tutorial

  • @smmrok
    @smmrok 9 місяців тому

    How to delete a user?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  9 місяців тому +1

      We cannot delete a user, we can deactivate.

    • @smmrok
      @smmrok 9 місяців тому

      @@SanjayGuptaTechSchool Ok Thank you

  • @sunilmishra9492
    @sunilmishra9492 Рік тому

    You are not explaining all the option in details even after this class we need to research for other options

    • @kumaryenugutala9009
      @kumaryenugutala9009 8 місяців тому +1

      He is affording his time still ur complaining when the bootcamp providing free .

    • @harshaljangam6002
      @harshaljangam6002 8 місяців тому

      Free main kya kya chahihe

  • @chithraprakash8392
    @chithraprakash8392 Рік тому

    Hi Sanjay, can you have class for apex