Installation and Setup Guide

before you can start configuring your first approval process, there are a number of setup steps that have to be performed on your system follow all steps below in the prescribed order to correctly set up approvals pro install the approvals pro package the first step is to install the approvals pro package, if you have not already done that the installation link for the latest version can be found on our appexchange listing https //appexchange salesforce com/appxlistingdetail?listingid=a0n3a00000fmcp7uad https //appexchange salesforce com/appxlistingdetail?listingid=a0n3a00000fmcp7uad when installing the package, you will be asked whether you want to install it for admins only, for all users, or for specific profiles you should select 'admins only' here any additional users can be added by using the approvals pro permission sets enable apex record locking the next thing to do is to enable apex record locking on your org this is needed to enable approvals pro to lock records while they are in an approval process go to setup > process automation settings and check the checkbox behind enable record locking and unlocking in apex enable record locking and unlocking in apex this will not have any direct consequences for your system, although it does enable your developers to make use of this functionality as well create an email handler for incoming approval emails create an email handler service so that approvals pro can automatically handle replies to approval emails go to setup > email services click new email service new email service email service name > approvals pro email service apex class > approvalemailservice active > true click save and new email address save and new email address email address name > approvals pro email service address email address > approval email service active > true context user > any admin user accept email from > empty click save save that's it you're now set up to receive email responses to approval emails warning whenever refreshing sandboxes, email services will stop working the email service will still be copied from production but you will have to generate a new email address under it set up the nightly batch job approvals pro has a nightly batch job that takes care of re assigning approvals to delegated approvers or back to the original approver this batch job needs to be scheduled in salesforce go to setup > apex classes > click schedule apex schedule apex job name approvals pro nightly batch apex class reminderscheduler frequency/start time this is up to you to decide we recommend running it each day in the early morning running it daily can be achieved by checking the checkboxes for each day of the week replace your home page component any end user that needs to do approvals needs to have an overview of their pending approvals approvals pro has its own home page component that replaces the standard salesforce items to approve items to approve component the approvals pro home page component also includes any standard standard approvals so it can completely replace the items to approve items to approve component to set this up, follow these steps go to your home home tab click the gear symbol at the top right of the screen and then click edit page edit page look for the items to approve component and, if it's on the page, remove it by clicking on the recycle bin icon at the top right of the component in the components list on the left side of the screen, look up the currentuserapprovalpage currentuserapprovalpage component and drag it onto the page it will display as your pending record list your pending record list that's it! your users now have all their pending approvals (both approvals pro and standard approvals) in one place some additional remarks you can put this component on any page it doesn't need to be the home page tell your users that they can manage their delegations from here as well (using the my delegations my delegations button) this includes advanced functionality for planned delegations for e g holiday periods the delegation selected here will also automatically update the standard salesforce delegated approval standard salesforce visibility filters can be applied to this component, e g if you have certain user groups that do not do approvals you can hide the component for them add the approval approval component to your record page(s) when you have set up an approval process for an object, you need to also enable users to submit those records for approval, or view the approval progress to set this up, follow these steps go to any record detail page for the object that you want to enable click the gear symbol at the top right of the screen and then click edit page edit page in the components list on the left side of the screen, look up the submitbutton submitbutton component and drag it onto the page it will display an example value, e g this record has been submitted for approval this record has been submitted for approval if you want, you can also add the approval history component to the same page in the components list on the left side of the screen, look up the approval history approval history component and drag it onto the page some additional remarks these components will only work on record pages and they will only start working once an approval process has been set up for that object type standard salesforce visibility filters can be applied to these components, e g if you only want to show the component(s) for certain types of records, or in a certain record state, you can easily build rules to hide it assign permission sets to any users that need to use approvals pro to get the right set of permissions for using approvals pro, some users will need a permission set assigned approval process admins need the permission set " approvalspro admin user " any user that needs to do approvals needs the permission set " approvalspro approver user " any user that needs to submit records for approval needs the permission set "approvalspro submitter user' configure email templates create approval email templates go to setup → email templates click new template select lightning email template create templates for template type purpose approval request notify approver of new approval approval approved notify submitter of approval approval rejected notify submitter of rejection approval recalled notify approver when recalled approval reminder remind approvers of pending items sample template fields include these merge fields in your templates record name {!approval record name} submitter {!approval submitter name} submitted date {!approval submitted date} approval reason {!approval approval reason} view record {!approval record link} approve {!approval approve link} reject {!approval reject link} schedule batch jobs schedule reminder job to send reminders for aging approvals go to setup → apex classes find reminderscheduler click schedule apex configure schedule setting recommended value job name approvals pro daily reminders frequency daily start time 8 00 am (local time) preferred start time 08 00 this job also handles delegation activation/deactivation auto escalation (if configured) mobile setup approvals pro is ready to be used on the road, to make your team even more efficient to enable users to approve using the salesforce mobile app, follow these steps navigate to setup > mobile apps > salesforce navigation add the 'approval page' navigation menu item to the list of selected navigation menu items press 'save' that's it! anyone using the salesforce mobile app connected to your org will now be able to approve and reject from their mobile phone! verification checklist after installation, verify package appears in installed packages permission sets are assigned to test users approval status field exists on target objects submitbutton component appears on record pages approvalhistory component displays correctly home page components show for approvers/submitters email templates are created and configured batch job is scheduled create your first approval process see the quick start guide docid\ bwvkcrf7ysnsu7dvyjd8c to create your first approval workflow troubleshooting installation common issues issue cause solution installation fails missing permissions verify system admin profile components not visible permission set not assigned assign appropriate permission set submit button not appearing component not added to page edit page layout in lightning app builder record locking errors apex locking not enabled enable in process automation settings getting help if you encounter issues check the troubleshooting guide docid\ sgpxdyp dpg9a9uanwlis review the faq docid\ relcvm0ggisy7rghm2jml contact nue support upgrading approvals pro before upgrading review release notes for the new version test upgrade in sandbox first document any customizations plan upgrade during low usage period upgrade steps go to setup → installed packages click on approvals pro if upgrade available, click upgrade follow installation prompts verify functionality after upgrade uninstallation (if needed) before uninstalling export any custom reports using approvals pro objects document current configurations remove all approval process configurations remove lightning components from pages uninstall steps go to setup → installed packages click uninstall next to approvals pro select options for related data confirm uninstallation warning uninstalling will delete all approval process configurations and approval history related guides quick start docid\ bwvkcrf7ysnsu7dvyjd8c create your first approval process admin guide docid\ n2 lmbwmcfvdfb30klk r ongoing administration configuration reference detailed settings need help? contact nue support or check the faq docid\ relcvm0ggisy7rghm2jml