If you didn’t create an automated action before configuring your classic approval process, you can create one directly from the classic approval process.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create approval actions: | Customize Application |
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.
- Open the classic approval process that you want to add an action to.
- From the appropriate related list, click Add New. For an approval step where the Approval Actions and Rejection Actions are hidden, click Show Actions.
-
Choose the type of action.
The list of available actions differs depending on your settings and whether you’ve reached the limit for a type of action.
- Configure the action.