Quick Start Guide

get your first approvals pro workflow running in under 10 minutes this guide walks you through creating a simple discount based approval for quotes prerequisites before you begin, ensure approvals pro package is installed ( appexchange link https //appexchange salesforce com/appxlistingdetail?listingid=a0n3a00000fmcp7uad ) you have system administrator access initial setup steps are complete (see installation guide docid\ hhpczzji79mbppcoxx2bu ) what you'll build a simple approval workflow that requires manager approval when a quote has a discount greater than 10% graph lr trigger(\["quote with discount > 10%"]) trigger > step\["manager approval"] step > result(\["quote status = approved"]) style trigger fill #c4d4f5,stroke #b49dff,color #151515 style step fill #6239eb,stroke #5429e1,color #fff style result fill #2a2d64,stroke #151515,color #fff step 1 create an approval status field first, create a field to track the approval status on your quote object go to setup → object manager → quote → fields & relationships click new and create a new field data type picklist field label approval status values pending , approved , rejected , recalled set field level security to read only for all profiles except system administrator add the field to your quote page layouts step 2 enable apex record locking go to setup → process automation settings check enable record locking and unlocking in apex click save step 3 add the approval component to quote pages navigate to any quote record click the gear icon → edit page in the components panel, find submitbutton and drag it onto the page optionally, add the approvalhistory component as well click save and activate step 4 create your first approval process navigate to the approval processes tab in salesforce click new to create a new approval process fill in the following field value approval process name quote discount approval active ✓ checked process order 1 available objects quote final action status field approval status c lock record after submit ✓ checked click save step 5 create an approval path on the approval process page, click + new next to approval paths click + new path to create a new path fill in field value approval path name discount review available objects quote click save in the "add path" popup, click save again to add the path to the process step 6 create an approval step click on the discount review path name to open it click + new next to approval steps fill in field value approval step name manager approval active ✓ checked approval reason discount exceeds 10% threshold resolve on first approval/reject click save step 7 add an approver on the approval step page, click + new next to approvers click + new approver to create a new approver fill in field value approver name quote owner manager type user lookup lookup path owner managerid click save , then save again to add the approver to the step this dynamically assigns the quote owner's manager as the approver step 8 add entry criteria now we'll configure the step to only trigger when discount exceeds 10% on the approval step page, under entry criteria , click + new next to conditions configure the condition field value type clause value (field) discount operator greater than value 10 click save click the pencil icon next to criteria logic enter 1 in the logic field (referencing row 1) click save step 9 test your workflow create or open a quote record set the discount field to 15% click submit for approval the quote should now show status pending log in as the quote owner's manager (or check their home page) the approval should appear in your pending record list click approve the quote's approval status should update to approved what's next? congratulations! you've built your first approvals pro workflow here are some next steps enhance your workflow add a second approval step for discounts > 25% (director approval) add a parallel legal review path for non standard terms configure email notifications learn more discount approval workflows docid\ uu08kacohc10hl9a1zr4n complete guide with tiered discounts manager escalation chains docid\ an5dh883znnipx6qywlqo build multi level approval chains configuration guide docid\ kcmpddjgungd5jvuo8ngj deep dive into all settings get help troubleshooting docid\ sgpxdyp dpg9a9uanwlis common issues and solutions faq docid\ relcvm0ggisy7rghm2jml frequently asked questions quick reference permission sets assign these permission sets to your users permission set assign to approvalspro admin user administrators who configure approval processes approvalspro approver user users who need to approve records approvalspro submitter user users who submit records for approval need more complex scenarios? check out our use cases section for detailed guides on discount matrices, deal desk routing, and more