Salesforce Advanced Administrator Certification Guide

Creating an approval process

To begin creating a new approval process, go to Setup | Process Automation | Approval Processes, select the object type (Opportunity), click the Create New Approval Process button, and select User Standard Setup Wizard: the Jump Start Wizard will take care of some default options for you.

For more information about how the Jump Start Wizard handles default options, refer to Salesforce Help at https://help.salesforce.com/articleView?id=approvals_jump_start_defaults.htm&type=5.

For the sake of learning only what we need to know, we'll skip the Jump Start Wizard and go straight to the Standard Setup Wizard, a more complex wizard that will give you more control over approval configuration:

1. The first step of the wizard ...