Before you create a classic approval process, determine which wizard is best for your needs.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This
new feature provides a more flexible, user-friendly flow-based interface, and it can trigger
on record changes, supporting Apex extensibility and detailed logging for compliance and
audit trails. It supports dynamic routing based on data and business rules, unlike Classic
Approval Processes, which are tied to specific objects and offer limited support for
processes by using conditions. With Flow Approval Processes, you can monitor submitted
records and quickly identify bottlenecks, giving you unprecedented visibility into approval
workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume
automation credits or orchestration runs.
- Create a Classic Approval Process with the Jump Start Wizard
For classic approval processes that use a single step, use the jump start wizard. This wizard chooses some default options for you. - Default Selections for the Classic Approval Process Jump Start Wizard
To make it easier for you to get started with a simple classic approval process, the jump start wizard automatically chooses some default options for you. - Create a Classic Approval Process with the Standard Wizard
When your classic approval process is more complex and you want to define specific steps, use the standard wizard.