---
schema_version: "1"
id: f0a7c38c03c27a6cf9735701a991e011eb5fe7b7d33c0f2665530be16172b228
title: Create an Approval Process for Distributed Marketing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dm_simple_approval.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dm_simple_approval.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb389b45c1f9ea8604313c5160f7b96790c1ef1353ab0b9b0454186e9bc52e0d
description: 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.
products:
  - Marketing
  - Cross Cloud
release: "264"
---
# Create an Approval Process for Distributed Marketing

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d3793e38">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3793e38 ">To create an approval process:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3793e38 ">Customize Applications</td>

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1. In Salesforce, navigate to Setup.
2. In Quick Find, search for and select **Approval Processes**.
3. In Manage Approval Processes For: select **MCDM Submission**.
    - For bulk send, select **Bulk Send Job**.
4. From the Create New Approval Process picklist, select **Use Jump Start Wizard**.
5. Name the approval process (required).
6. Choose an approver.
    
    1. To assign to a specific user such as a compliance team, select **Automatically assign to approver(s)** and specify the user.
    2. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_cross-cloud_products-264-0-0-production-enus/bd617332-480f-48e8-b283-3477883c1320/images/icon_note.png)
    
    Note Manually choosing the approver isn’t supported.
7. Click **Save**.
8. Click **View Approval Process Detail Page**.
9. In the Final Approval Actions section, select **Edit** on the Record Lock action.
10. Select **Unlock the record for editing**.
11. Click **Save**.
12. In the Final Approval Actions section, select **Add New** then **Field Update**.
13. Name the field update. For example, "Send".
14. In the Field to Update picklist, select **Status**.
15. In the Specify New Field Value list, select **A specific field**.
16. In the picklist, select **Send**.
17. Click **Save**
18. In **Final Rejection Actions**, select **Add New** and then **Field Update**.
19. Name the field update. For example, **Reject**.
20. In the Field to Update picklist, select **Status**.
21. In the Specify New Field Value list, select **A specific value**.
22. In the picklist, select **Reject**.
23. Click **Save**.
24. Click **Activate** and accept the dialogue.