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Approval Process based on line item

Hi All
How to impliment approval rule for each line item in opportunity...
Deepali KulshresthaDeepali Kulshrestha
Hi,


Simple or multi-step approval processes to automate and enforce the approval of virtually anything in your company.

Navigate setup -> Create -> Workflow & Approvals -> Approval Processes. Select Object for the new approval process.
Click on  Create New Approval Process and choose Use Standard Setup Wizard from the drop-down button.

If you want to create a basic approval process with default settings. Click on Use Jump Start Wizard.


1)     Enter name, Unique name and Description(Optional).

2)     Select criteria are met if you want to set filter criteria that a record must meet to enter this approval process. For example, if only employees from headquarters should use this approval process to submit expense reports, enter the following filter criteria: “Current User: Office Location Equals Headquarters.

-> Enter filter criteria for records that you want to be included in this approval process. Leave the filter blank if you want all records submitted to be included in the approval process.
-> Enter filter criteria for records that you want to be included in this approval process. Leave the filter blank if you want all records submitted to be included in the approval process.

3)     When you define approval steps, you can assign approval requests to different users. One of your options is to use a user field to automatically route these requests. If you want to use this option for any of your approval steps, select a field from the picklist below. Also, when a record is in the approval process, it will always be locked– only an administrator will be able to edit it. However, you may choose to also allow the currently assigned approver to edit the record.

4)     Define initial submission actions

New field update / email / task -> Conditions -> save.

5)     Define approval steps

Manager step -> click on the new approval step button -> provide the name -> all record should enter this step -> select approver manually and save.

Manager step -> click on the new approval step button -> provide the name -> all record should enter this step -> select approver manually and save.
CEO step -> click on new approver step button -> provide the name -> enter criteria and save.
6)     Final approval steps

New field update / Task / Email according to the field provides the condition and save.

7)     Final Rejection actions

New field -> provide the conditions and save.

Once the salesforce approval process is activated no more steps can be added.
Initial submission default actions cannot be edited but final approval & rejection default actions can be edited.

5 Responses to “Salesforce approval process”

Link->https://www.salesforcetutorial.com/salesforce-approval-process/


I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha
www.kdeepali.com