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Create a Bulk Send Approval Process for Distributed Marketing

Specify the Salesforce users who are responsible for bulk approving Distributed Marketing content, and configure the workflow that they follow.

Required Editions

User Permissions Needed
To create an approval process: Customize Applications
  1. From Setup, in the Quick Find box, search for and select Approval Processes.
  2. In Manage Approval Processes For, select Bulk Send Job.
  3. For Create New Approval Process, select Use Jump Start Wizard.
  4. Give your approval process a unique name.
  5. Select an approver.
    • To assign to a specific user such as a compliance team, select Automatically assign to approver(s) and specify the user.
    • To assign to a user based on the submitter's hierarchy field, select Automatically assign an approver using a standard or custom hierarchy field, and then pick an option from the dropdown.
  6. Click Save.
  7. Click View Approval Process Detail Page, and then click Edit.
  8. In the dropdown, select Approver Field and Record Editability.
  9. In the Record Editability Properties section, select who can edit records.
  10. Click Save.
  11. In the Final Approval Actions section, select Edit.
  12. Select Unlock the record for editing and click Save.
  13. In Final Approval Actions, select Add New → Field Update.
    1. Name the field.
    2. For Field to Update, select Is Approved.
    3. For Specify New Field Value, select A specific value.
    4. For Send, select True.
    5. Click Save.
  14. In the Final Rejection Actions section, select Add New → Field Update.
    1. Name the field.
    2. For Field to Update, select Is Reject.
    3. For Specify New Field Value, select A specific value.
    4. For Send, select True.
    5. Click Save.
  15. Click Save.