---
schema_version: "1"
id: 4bbcd288d681ed69f0e92eafec3505f75a5d3898a94ec8b6bc0dd594876b599f
title: Add an Approval Step to the Approval Process for Onboarding
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_add_an_approval_step_to_the_approval_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_an_approval_step_to_the_approval_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 744b47a06eca4a5e868054c1de52c3582d532ea7d726eacd3fd16fee5376dbe1
description: 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.
products:
  - Financial Services
release: "264"
---
# Add an Approval Step to the Approval Process for Onboarding

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

<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: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have the <span>Agentforce Financial Services</span> enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d169120e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d169120e66 ">To add an approval step: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d169120e66 ">Customize Application</td>

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1. From Setup, in the Quick Find box, enter Approval Processes, and then click **Approval Processes**.
2. Select the approval process to which you want to add the approval step.
3. Under Approval Steps, click **New Approval Step**.
4. Enter a name for the approval step, and then click **Next**.
5. Select **All records should enter this step**, and then click **Next**.
6. Select **Automatically assign to queue,** and then select a queue.
7. Save your changes.