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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, and page layouts for approval forms.
In this lecture we visualize the approval process that we created in the previous lecture. This is accessed by clicking the View Diagram button from the detail page for the Approval Process, which launches the Process Visualizer.