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.
I'm a bit confused by this example. If the opportunity is already created and you set the discount to greater than 25, we are getting approval for the change in the discount? The criteria is being met on the change? What if you have a an opportunity with a discount greater than 25 already and are changing another field? The criteria is being met. What are we approving at that point then? Say a status change. Are we stating that any change on an opportunity with a discount greater than 25 needs to go through an approval process?
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?
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.
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.
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.
Not the tutorial you're looking for? Let me know and I will add it to the list!
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!
@salesforceemily
Do you have a demo of how it looks from the user's perspective to submit and approve/reject records?
Your video is clear and helpful for me, many thanks for you 🙂
Glad it helped!
Super helpful, thank you!
Glad it was helpful!
hi Thank you for the amazing video,I have a question ' Shouldn't the records be unlocked in final approval Actions?'
Do you have a demo where there are multiple approvers?
very easy to follow. Danke
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!
I'm a bit confused by this example. If the opportunity is already created and you set the discount to greater than 25, we are getting approval for the change in the discount? The criteria is being met on the change?
What if you have a an opportunity with a discount greater than 25 already and are changing another field? The criteria is being met. What are we approving at that point then? Say a status change. Are we stating that any change on an opportunity with a discount greater than 25 needs to go through an approval process?
You didnt really go over how to get the opportunity page to show the submit for approval. How do you get the submit for approval button on there.
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!
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?
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.
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.
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
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.
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.