Salesforce Advanced Administrator Certification Guide

Creating approval steps

Approval steps define the number of levels of approval and the users who should handle the approval. To sum our example up again, we have two tiers of approval (one for the direct manager and one for the CEO) with two users needed to handle the request (the current user's manager and the company CEO), and every step is determined by the opportunity's amount (again, if the amount is between $100,000 and $1,000,000, then only the manager is needed to handle the approval, while if the amount is higher than $1,000,000, the opportunity must be approved by both the manager and the CEO).

Let's see how we can create the steps required for our example:

1. To create a new step, click on the New Approval Step button in the header ...