Define the Salesforce users who are responsible for approving Distributed Marketing content and the workflow they follow. You can create a simple approval process for Distributed Marketing, or a more complex approval process, to support your specific business needs by modifying approver and action selections.
Required Editions
| User Permissions Needed | |
|---|---|
| To create an approval process: | Customize Applications |
- In Salesforce, navigate to Setup.
- In Quick Find, search for and select Approval Processes.
-
In Manage Approval Processes For: select MCDM Submission.
- For bulk send, select Bulk Send Job.
- From the Create New Approval Process picklist, select Use Jump Start Wizard.
- Name the approval process (required).
-
Choose 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.
Note Manually choosing the approver isn’t supported. - Click Save.
- Click View Approval Process Detail Page.
- In the Final Approval Actions section, select Edit on the Record Lock action.
- Select Unlock the record for editing.
- Click Save.
- In the Final Approval Actions section, select Add New then Field Update.
- Name the field update. For example, "Send".
- In the Field to Update picklist, select Status.
- In the Specify New Field Value list, select A specific field.
- In the picklist, select Send.
- Click Save
- In Final Rejection Actions, select Add New and then Field Update.
- Name the field update. For example, Reject.
- In the Field to Update picklist, select Status.
- In the Specify New Field Value list, select A specific value.
- In the picklist, select Reject.
- Click Save.
- Click Activate and accept the dialogue.