---
schema_version: "1"
id: 6a5763a30616acc42b469cac2b8df0b3b7073ba54eba942834d4ab02d4712282
title: Create Approval Workflows for Partner Fund Requests
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_market_dev_request_approval_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_market_dev_request_approval_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c38e4f672a42979a9f5634f09cbe18879f170423da0a42229f4b2e7443009fcc
description: Approval workflows are unique to each organization’s marketing needs and business processes.
products:
  - Experiences
release: "264"
---
# Create Approval Workflows for Partner Fund Requests

Approval workflows are unique to each organization’s marketing needs and business processes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d80473e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d80473e70 ">To create processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d80473e70 ">Customize Application</td>

          </tr>
        </tbody>
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Approval workflows should account for how you want to route submitted fund requests, how you want to filter and evaluate them, and what notifications you want to send out. A few guidelines for planning your approval workflows:

- Email Templates: Create email templates for each stage of the approval process that you to send notifications for.
- Routing: Screen fund request by record type and submit all fund requests for approval.
- On Submission: Identify what field values change on the field request on submission, for example the fund request status. Decide if the fund request record must be locked until it is approved or rejected.
- Evaluation: Decide what qualifies a submitted request to be considered for approval. Determine any thresholds, filter criteria, and stages you want to filter by.
- Approval: Decide who to route the submitted fund request to. Typically, this is the channel account manager or the financial department. Decide what happens on approval.
    - Change the Fund Request Status to approved.
    - Send an email notification to the partner user.
- Rejection: Decide what criteria disqualify a fund request. Set the Fund Request Status to rejected. Send an email notification to inform them of the rejection. Unlock the fund request record so partner user can modify and resubmit if necessary.

For detailed instructions, see the [approval workflow](https://help.salesforce.com/articleView?id=extend_click_process.htm&language=en_US) documentation in the Salesforce Help