Salesforce Approval Process Explained | Step-by-Step Implementation (Lightning) with Real Example

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In this video, we break down what an Approval Process is in Salesforce and show you exactly how to implement it step by step in Lightning with a real-world example (e.g., Leave/Expense approval).

What you’ll learn:

What is an Approval Process & when to use it

Entry criteria, approvers (user/role/queue), and record locking

Initial submission, approval & rejection actions

Email Alerts, Field Updates, Tasks, and Outbound Messages

Multi-step approvals, recall option, and re-submission

How to add Submit for Approval to the Lightning page & fix common issues

Step-by-Step (Lightning):

Prepare prerequisites (email template, queue/approver, fields)

Create Approval Process (entry criteria + submitter)

Configure Initial Submission Actions

Set Final Approval / Final Rejection Actions

Add Step-Level Approvers & time-based escalations

Activate and test; add Submit for Approval action to the Highlights Panel

Perfect for Admins, Developers, and Beginners preparing for interviews or implementing real business workflows.

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