Submit Approval Process activity
An activity that submits a record for approval in Salesforce.
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Configure the Submit Approval Process activity
To configure the Submit Approval Process activity, do the procedure in this topic.
Examples
Prerequisites
- An approval process for an entity in Salesforce.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Salesforce tab.
- On the Salesforce
tab,
drag the Submit Approval Process
activity onto your process.
General Configuration
Specifies the basic settings for the Submit Approval Process activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Submit Approval Process Configuration screen
Configures a submit approval process to submit a record for approval.
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Fields
Field Name | Definition |
---|---|
Salesforce |
|
Create |
|
Context ID |
|
Approver ID |
|
Comment |
|
Context Actor ID |
|
Approval Process Name |
|
Skip Entry Criteria |
|
Store Response in This Variable |
|