In this lesson, we create an Approval Process as well as a Custom Hierarchical Relationship field on the User object.
Resources:
Approvals - https://help.salesforce.com/articleView?id=what_are_approvals.htm&type=5
Sample Approval Processes - https://help.salesforce.com/articleView?id=approvals_useful_approval_processes.htm&type=5
Build a Discount Approval Process - https://trailhead.salesforce.com/en/content/learn/projects/build-a-discount-approval-process
7 Steps:
1. Read the Help Topic - https://help.salesforce.com/articleView?err=1&id=approvals_getting_started.htm&type=5
2. View the Checklist - https://help.salesforce.com/articleView?err=1&id=approvals_checklist.htm&type=5
3. Create a custom user hierarchical relationship field
4. Create email templates
5. Create an approval process using either the Jump Start or Standard Wizard
6. Add Approval History Related List to all page layouts
7. Activate the process to deploy to your users
In this lesson we discuss common problems with approval processes and how to troubleshoot them.
In this lesson we add the Items to Approve component to the Home Page Layout.
In this introductory lesson we start creating our first process in our org.
