This document describes an approval process in Salesforce for approving job candidates. It involves a three-step approval process requiring approval from different management levels - a manager, VP, and CFO. It specifies the initial submission actions, approval steps, and final approval/rejection actions. An example approval process is outlined for a "Candidates" custom object to require manager approval, then VP approval (with rejection sending it back to the manager), and finally CFO approval, with rejection ending the process.

1. Approval Process
Presenter name: Ilona Berlin
Title: Approval Process
Date:4/4/2017

2. Where?
Available in:
• Salesforce Classic
• Lightning Experience
Editions :
• Enterprise
• Performance
• Unlimited Developer

3. What?
• Salesforce approval process is an automated process that organizations can use to
approve record in Salesforce.
• Approval process is a combination of steps for the record to be approved and
where the user has to approve it each step.
• Specifies each step of approval.
• A step can apply to all records to that object or just a record that meets the
certain criteria.
• An approval process specifies the actions to take when a record is
approved/rejected/recalled/first submitted/
• It allows you specify a sequence of steps that are required to approve a record.

4. Process Definition
1. Initial Submission Actions: Is the first thing that happens when a
record is submitted for approval .
2. Approval Steps: Assign approval requests to various users and define
the chain of approval for a particular approval process.
3. Final Approval Actions: Occur after a record has received all
necessary approvals.
4. Final Rejection Actions: Occur when a record has been completely
rejected from the approval process.
5. Recall Actions: Occur when a submitted approval request is recalled.

5. Use Case
Job Candidates:
When your company interviews candidates for a position, you may have several
levels of approval before you can send an offer letter.
This example shows how to create a three-step approval process that requires
approval from multiple management levels.

6. How?
First, prepare your org-
• Object & Tab: Candidates
• Fields: Salary, Offer Extended (checkbox), and Date of Hire.
• Email Template: Notify approvers that an approval request needs to be reviewed.
Direct users to the approval page in Salesforce by including approval process
merge fields.

7. Create The Approval Process
Create the approval process on the Candidate custom object using the
following specifications:
• Choose “Use Standard Setup Wizard”
• Don’t enter any entry criteria because
we want all submitted offers to be approved.
• Choose the Manager field as the next automated approver.

8. Create The Approval Process
• Select the email template you created for this approval process.
• Choose the record owner or any other user that you want to be able to
submit offer letters.

9. Approval Steps
Step 1: Manager Approval
• No filter is necessary as you want all records to advance to this step.
• In the Automatically assign to approver(s) option, select the manager
of the user submitting the request.
• If appropriate, choose the approver's delegate, since it may also approve
this request if you want to allow the user in the Delegated Approver field to
approve requests.

10. Step 2: VP Approval
• No filter is necessary as you want all records to advance to this step.
• Choose Let the user choose the approver to allow the manager to
select the appropriate VP to approve the request.
• If appropriate, choose The approver's delegate may also approve this
request if you want to allow the user in the Delegated Approver field to
approve requests.
• Choose Perform ONLY the rejection actions for this step... so that the
request returns to the manager for changes if the VP rejects the request.

11. Step 3: CFO Approval
• No filter is necessary as you want all records to advance to this step.
• Choose Automatically assign to approver(s) and select the name of
your CFO.
• If appropriate, choose The approver's delegate may also approve this
request if you want to allow the user in the Delegated Approver field to
approve requests.
• Choose Perform all rejection actions for this step AND all final
rejection actions. (Final Rejection) so that offer letters rejected by your
CFO are completely rejected.

12. Actions
Approval Actions
• Email alert to notify the user who submitted the offer letter request.
• Field update to select the Offer Extended checkbox.
Rejection Actions
• Email alert to notify the manager that the offer won't be extended.

13. Questions??