Add an approval step to determine the records that can advance to that step and the
approver, and whether to let an approver’s delegate respond to the requests.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have the Agentforce Financial Services enabled
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| User Permissions Needed |
| To add an approval step: |
Customize Application |
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From Setup, in the Quick Find box, enter Approval Processes, and
then click Approval Processes.
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Select the approval process to which you want to add the approval step.
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Under Approval Steps, click New Approval Step.
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Enter a name for the approval step, and then click Next.
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Select All records should enter this step, and then click
Next.
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Select Automatically assign to queue, and then select a queue.
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Save your changes.
