--- schema_version: "1" id: 430fb33160f98ba9ec24cb6a5f803cbcbbb16658ac3b7367feffc71e8d560fd7 title: Discounting Opportunities Classic Approval Process Example collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/approvals_useful_approval_processes_oppty.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.approvals_useful_approval_processes_oppty.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 301b77a2a241f221b952896eb665fde5d84d8e8bd6036c5088b4a00ba27f1cbd description: Opportunities that are discounted more than 40% require a CEO approval. Use this example to create a one-step classic approval process. products: - Flow Builder - Salesforce Platform release: "264" --- # Discounting Opportunities Classic Approval Process Example Opportunities that are discounted more than 40% require a CEO approval. Use this example to create a one-step classic approval process. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
![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. ## Prep Your Organization Before creating the classic approval process: - To notify approvers about a pending approval request, create an email template. To direct users to the approval page in Salesforce, include approval process merge fields. - Create the following custom fields for opportunities: - A percent field called Discount Percent so that users can enter a percentage discount. - A checkbox field called Discount Approved to indicate whether the CEO approved the discount. ## Create the Approval Process Create a classic approval process on the Opportunity object and specify the following: - The filter criteria for this classic approval process is Discount Percent greater or equal 0.4. Records must meet this criteria before they can be submitted to this classic approval process. - You don't need to choose a custom field as the next automated approver because you specify later that the CEO must approve all requests. - Select the email template you created for this classic approval process. - Choose the record owner as the only user who can submit a discount request for approval. - Create one approval step with no filter criteria since all records submitted must be approved or rejected. - Choose Automatically assign to approver(s) and select the name of your CEO. - If appropriate, choose The approver's delegate may also approve this request if you want to allow the user in the Delegated Approver field to approve requests. - Consider creating the following final approval actions: - Email alert to notify the user who submitted the discount request. - Field update to automatically select the opportunity Discount Approved checkbox. ## Wrap Things Up - After you created the classic approval process, add the Approval History related list to the appropriate opportunity page layouts. - Consider adding the Items To Approved related list to your custom home page layouts. The related list shows users all approval requests that are waiting for their response. - If you have a sandbox, test the approval process, then activate it. #### See Also - [Email Templates in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.admin_emailtemplates.htm&language=en_US) - [Create Custom Fields](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&language=en_US) - [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.") - [Prepare Your Org for Classic Approval Processes](https://help.salesforce.com/s/articleView?id=platform.approvals_prep_org.htm&release=264.0.0&type=5 "Make sure that your users can submit their records for approval using classic approval processes, and consider how you can make it easy for approvers to respond to approval requests.")