---
schema_version: "1"
id: 530a29cb2a84122faf747057b978afddb82648c8779d67affc72a4dee82d6cde
title: Set Up an Approval Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_adv_setup_approval_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_adv_setup_approval_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c2ded11163a36b2ea38ff236fa562acdda9f5963286a08915b7074711fd71536
description: Use Approval Process to automate the process of approving accrual-related records for program members. An approval process automates how records are approved in Salesforce.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Set Up an Approval Process

Use Approval Process to automate the process of approving accrual-related records for program members. An approval process automates how records are approved in Salesforce.

### 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: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions that have Rebate and Accrual Management Advanced enabled.</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="d25502e61">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25502e61 ">To set up approvals:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25502e61 ">System Administrator</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25502e61 ">To set up Rebate and Accrual Management Advanced:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25502e61 ">Rebate and Accrual Management Advanced Admin permission set</td>

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

You can set up an approval process for these use cases.

 
| Use Case | Object |
| --- | --- |
| To enroll members in a rebate program | Rebate Program Member |
| To activate a rebate program | Rebate Program |

With approval processes, you can ensure that supervisors and executives have tighter control over rebate processes because the financial implications are significant.