Create an Approval Process | Automate Business Processes for a Recruiting App

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Automate Business Processes for a Recruiting App

Create an Approval Process: https://trailhead.salesforce.com/cont...

Select these fields from the Available Fields list.
Department
Education
Job Description
Location
Pay Grade
Salary Range
Skills Required

Click New Approval Step under the Approval Steps related list.
For Name, enter Manager of Position Owner.
Click Next.
Select All records should enter this step.
Click Next.
Select Automatically assign using the user field selected earlier (Manager).
Click Save.
Select No, I'll do this later. Take me to the approval process detail page to review what I've just created.
Click Go!
Create the second step.

Click New Approval Step under the Approval Steps related list.
For Name, enter Position Approver 1.
Click Next.
Select All records should enter this step.
Click Next.
Select Automatically assign to approver(s).
Select Related User from the picklist that appears, then select Approver 1 from the secondary picklist.
For When multiple approvers are selected, select Approve or reject based on the FIRST response.
For What should happen if the approver rejects this request? select Perform all rejection actions for this step AND all final rejection actions (Final Rejection).
Click Save.
Select No, I'll do this later. Take me to the approval process detail page to review what I've just created.
Click Go!
Create the third approval step.

Click New Approval Step under the Approval Steps.
For Name, enter Position Approver 2.
Click Next.
Select All records should enter this step.
Click Next.
Select Automatically assign to approver(s).
Select Related User from the picklist that appears, then select Approver 2 from the secondary picklist.
Click Save.
Select No, I'll do this later. Take me to the approval process detail page to review what I've just created.
Click Go!
Create the fourth approval step.

Select New Approval Step under the Approval Steps related list and complete the details.
For Name, enter Position Approver 3.
Click Next.
Select Enter this step if the following criteria are met and enter the criteria.
Field: Position: Salary Range.
Operator: equals
Value: 90K-120K, 120K+ (Click Lookup iconto find it.)
Click Next.
Select Automatically assign to approver(s).
Select Related User from the picklist that appears, then select Approver 3 from the secondary picklist.
Click Save.
Select No, I'll do this later. Take me to the approval process detail page to review what I've just created.
Click Go!
Create the Final Actions
Now create the final actions: approval or rejection, along with their associated email alerts.

Under the Final Approval Actions related list, click Add New and select Field Update.
For Name, enter Approval Status to Approved.
For Field to Update, select Approval Status from the picklist.
Under Picklist Options, select A specific value, then choose Approved from the picklist.
Click Save & New.
Fill in the details of the second field update.

For Name, enter Status to Closed.
For Field to Update, select Status from the picklist.
Under Picklist Options, select A specific value, then select Closed from the picklist.
Click Save.
Now set up an email alert.

Under the Final Rejection Actions related list, click Add New, select Email Alert, and fill in the details.
For Description, enter Email position owner about rejection.
For Email Template, select Position Rejected. (Click Lookup iconto find it.)
For Recipient Type, select Owner from the picklist.
In the Available Recipients column, select Position Owner then click Add arrowto move it to the Selected Recipients column.
Click Save.
Set up another field update.

Under the Recall Actions related list, click Add New, and select Field Update.
For Name, enter Approval Status to Recalled.
For Field to Update, select Approval Status from the picklist.
Under Picklist Options, select A specific value, then select Recalled from the picklist.
Click Save.
On the Approval Processes page, click Activate.
Click OK on the popup that appears.
00:00 Introduction
00:52 Approval Processes
03:38 Create Approval Steps
06:50 Create the Final Actions