Скачать или смотреть Customize How Records Get Approved with Approvals | Salesforce Flow

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Salesforce Flow

Create an Email Template
First create your email template to notify the record owner’s manager that an opportunity has been discounted more than 40%.

From Setup, enter Templates in the Quick Find box, and then select Classic Email Templates.
Click New Template.
Select Text as the template type, and click Next.
Configure the email template.
Field Value
Folder Unfiled Public Classic Email Templates
Available for Use Selected
Email Template Name Approve Opportunity Discount
Encoding General US & Western Europe
Subject Please approve this discounted opportunity
Email Body {!User.Manager}, The {!Opportunity.Name} has been discounted. Please approve this discount. Thank you.Including the merge field {!Opportunity.Name} helps the approver by providing a link to the opportunity record. This allows them to review the record before responding to the request.
Click Save.
Add Custom Fields
Now let’s create custom fields so that we can track the discount percentage and approval status for each opportunity.

From Setup, enter Object Manager in the Quick Find box, and then select Object Manager.
Click Opportunity.
Select Fields & Relationships and click New.
In the Data Type column, select Percent and then click Next.
Add a Percent field with these values.
Field Value
Field Label Discount Percent
Length Leave default
Decimal Places Leave default
Required Selected
Click Next.
Click Next.
Click Save & New.
In the Data Type column, select Picklist and then click Next.
Add a Picklist field with these values.
Field Value
Field Label Discount Percent Status
Values Enter values, with each separated by a new line
Picklist Values Approved
Not Approved
Click Next.
Click Next.
Click Save.
Great! You’ve created an email template to notify approvers and you’ve set up an object with the required fields to support your approval process.

Create an Approval Process
Now that our org is ready, let’s create the approval process.
From Setup, enter Approval in the Quick Find box, and then select Approval Processes.
In Manage Approval Processes For, select Opportunity.
Click Create New Approval Process | Use Jump Start Wizard. The Jump Start Wizard helps you create a simple approval process by making some decisions for you.
Configure the approval process.
Field Value
Name Approve Opportunity Discount
Approval Assignment Email Template Approve Opportunity Discount
Specify Entry Criteria Opportunity: Discount Percent greater than 0.4
Select Approver Let the submitter choose the approver manually
Save the approval process.
Click View Approval Process Detail Page.
Under Final Approval Actions, click Add New | Field Update, and configure it with these values.
Field Value
Name Approved
Field to Update Discount Percent Status
A Specific value Approved
Click Save.
Under Final Rejection Actions, click Add New | Field Update, and configure it with these values.
Field Value
Name Not Approved
Field to Update Discount Percent Status
A Specific value Not Approved
Click Save.
Great job! To start evaluating discounted opportunities, simply activate the approval process.

Create an approval process
Create an approval process to ensure that prospect accounts with more than 500 employees are approved before they’re converted to customers

Before You Start
Go to Object Manager. In Fields and Relationships for the Account object, check the Type field’s picklist values for Prospect, Customer, and Pending. Add any of these values that are missing.

Use the Jump Start Wizard to create an approval process:
Manage Approval Processes For: Account
Name: Approve New Account
Unique Name: Approve_New_Account
Approval Assignment Email Template: choose any template
Entry Criteria:
Account: Type equals Prospect
Account: Employees is greater than 500
Approver:
Automatically assign to approver(s)
User: assign yourself
Add an initial submission action that updates fields:
Name: Account Type To Pending (we won’t check for this)
Unique Name: Account_Type_To_Pending (we won’t check for this)
Action: Update the Account: Type field to Pending
Add a final approval action that updates fields:
Name: Account Type To Customer (we won’t check for this)
Unique Name: Account_Type_To_Customer (we won’t check for this)
Action: Update the Account: Type field to Customer
Edit the existing final approval action:
Name: Record Lock
Unique Name: Record_Lock
Action: Unlock the record for editing
Add a final rejection action that updates fields:
Name: Account Type To Prospect (we won’t check for this)
Unique Name: Account_Type_To_Prospect (we won’t check for this)
Action: Update the Account: Type field to Prospect
Activate the approval process
00:00 Introduction
01:33 Classic Email Template
10:49 Approval Process