---
schema_version: "1"
id: b8f233c19ece223eff69dd313456f2b7abe8eb8d3bc78c9b055155ec21ea6247
title: Create a Classic Approval Process with the Standard Wizard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/approvals_creating_approval_processes.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.approvals_creating_approval_processes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71f4e89f2d2ec2d6da7b56348012ab3b8f6a529e2ab1f709d6501be74d99cacb
description: When your classic approval process is more complex and you want to define specific steps, use the standard wizard.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class="" id="approvals_creating_approval_processes__d5225e54"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d276923e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d276923e75 ">To create approval processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d276923e75 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Try [Flow Approval Processes](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals.htm&release=264.0.0&type=5 "As your company grows, so does the complexity of your approvals, often requiring input from multiple people in different departments across different time zones. This complexity can mean that you spend more time waiting for each person to complete their review in the right order. Flow Approval Processes helps you coordinate multistep reviews that involve users, systems, and conditional paths."), 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.

From Setup, enter Approval Processes in the Quick Find box, then select **Approval Processes**.

Select an object, and then select **Create New Approval Process** | **Use Standard Setup Wizard**. Configure the classic approval process.

1. **[Control Which Records Apply to a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_create_entrycriteria.htm&release=264.0.0&type=5)**  
    Narrow down the list of records that can be part of the classic approval process by specifying criteria. You can either use filters or write a formula.
2. **[Choose Request Notification Templates for a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_create_templates.htm&release=264.0.0&type=5)**  
    When a classic approval process assigns an approval request to a user, Salesforce sends the user an approval request email. If Approvals in Chatter is enabled, Salesforce also posts the approval request to Chatter. Choose templates for each of these notifications.
3. **[Choose an Automated Approver Throughout a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_create_automatedfield.htm&release=264.0.0&type=5)**  
    Associate a hierarchy field—such as the user’s manager—with a classic approval process. When selected, the field is available as an assigned approver option for approval steps. You can always select a hierarchy field here but not use it for any approval steps.
4. **[Specify Who Can Edit Locked Records in a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_create_recordeditability.htm&release=264.0.0&type=5)**  
    When a record is submitted for approval, it’s locked to prevent users from editing it during the classic approval process. Use the record editability properties to determine who can edit records that are locked in this classic approval process.
5. **[Design the Approval Request Page for Classic Approval Processes](https://help.salesforce.com/s/articleView?id=platform.approvals_create_approvalpagefields.htm&release=264.0.0&type=5)**  
    The approval page is where an approver responds to an approval request from a classic approval process. Customize which fields appear on that page and in which order. This page is used only for this classic approval process.
6. **[Specify Who Can Submit Records to a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_create_submitters.htm&release=264.0.0&type=5)**  
    Only specified individuals or roles can submit a record for approval. You can also let submitters recall an approval request.

#### See Also

- [Create a Draft Autolaunched Flow Approval Process](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_build_draft_an_approval_orchestration.htm&release=264.0.0&type=5 "Use a wizard to create a draft autolaunched flow approval process from the Approvals app. Your draft flow can contain up to 3 stages,")
- [Set Up a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_getting_started.htm&release=264.0.0&type=5 "If classic Approval Processes is the right automation tool for your business process, follow these high-level steps to create one for your org.")
- [Limits and Considerations for Classic Approval Processes](https://help.salesforce.com/s/articleView?id=platform.approvals_considerations.htm&release=264.0.0&type=5 "Before you automate something with a classic approval process, be aware of the limits and considerations.")
- [Activate a Classic Approval Process](https://help.salesforce.com/s/articleView?id=platform.approvals_activate.htm&release=264.0.0&type=5 "After you’ve created at least one step for the classic approval process, activate the process.")