Workflow Approval ProcesWOrkflow Rulestep1: Selectin of
Objectstep 2: Criteriastep3: ActionsIF criteria is satisfied,
actions are performed******************************Workflow
Approval Processstep1: Selectin of Objectstep 2: Criteriastep3:
user's manager has to approve or rejectstep4: if manager approve
APPROVAL actions Reject: Rejection
actions************************************************************************************************************a)
Check current user is having Manager or notif manager not
existingcreate new user, and assing as MANAGER to current userb)
create custom flds status (picklist)Mangerdisc(currencY)update
balance fldc)create workflow approval
process****************************************************************************************************************How
to check user is having manager or notusername - myprofile - left
side corner display "manager" id(or)setup - admin - manage users -
users -sel "sfdcuser" - check manager columnResult: NO Manager
id******************************************************How to
Create new Usersetup - admin - manage users - users - NEw
userfirstname: manageemail: [email protected]:
[email protected]:
Marketinglicense:salesforceprofile:system
adminsave*********************Open new browser : Login to gmail
([email protected] / mybox1228)click new passwordusername:
[email protected]:mybox1224***********************How to
Assign Manageruser as "MANAGER" to sfdcusergoto sfdcuser browser
setup - admin - mu - users - sel "sfdcuser" - editapprove settings
manager : sel "manageuser"save*************************Test sfdc
user - check manager coldisplay manager
name**************************************************************************************************************b)
How to create Custom flds in Account object acctab - sc - view flds
- new custom fldsel datatype: Currencylabel: Manager
Discountsize:6next - next - savesel datatype:
Picklistlabel:Approval Statusvalues: submitted, approved,
rejectednext - next - saveCustomize accunt Page Layoutacctab - new
- sc - edit layoutD&D mdisc and appstatu to course
layoutsavUpdate Balance fldacctab -sc - view flds - sel "balance"
fld - editfee__c - ( Discount_Amount__c + Total_Amt_Paid__c +
Managerr_Discount__c
)save************************************************************************************************************c)
Workflow APproval PRocesssetup - build - create - workflow &
approval - approval process - new step 1: selection object :
Accountstep 2: sel : Jump start wizardName: Process OneCriteria:
Fee >= 10kautomatically APprover: as per Hierarchie - sel
managersave"Detail Process"step 3: ActionsIntial SUbmission Action
: Field updatename: InitStatobjec: accountfld: APp statusshow
formulasel value: sel "submitted for approval"saveFinal Approval
Actions: field updatename: ApprStatobject: accountfld: APp
statusshow formulasel value: sel Approvedsavename: APpDiscobject:
accountfld: ManagerDiscshow formulasel value: fee_c * 0.1saveFinal
Rejection ACtions: Field updatename: RejStatobject: accountfld:
APpstatusshow formulasel value: sel "Rejected"savename:
RejDiscobject: accountfld: ManagerDiscshow formulasel value:
300saveCLick "View diagram"click
"Activate"************************************************************************************************************Test
PRocess : Criteria CheckingSfdc browser acctab - sel any record -
cours fee < 10kclick "submit for approval"Message: Entry
criteria Doesnot meet********************test 2: APproval
checkingsfdc user browsersel any record fee > 10kclick "
submit"Result:approstat : SUbmitted for approvalHow MANAGER has to
"approve"manager user browsergoto "HOME" tab- scroll downditems to
approve sectionclick "Approve"give comments : APPROVECheck status
:sfdc userstatus changes to "APPROVED"manager disc: 10% of
fee***********************test 3: Rejection processsfdc user - sel
any account record > `10kclick "submit"status changes "
Submitted for approval"How to REjectGoto manageruser - home
tabCLick "Reject" buttongoto sfdcuser : check
statusstatus:Rejectedmangdisc:300**********************************************************************************************************Mail
has to send to managerTask, email alerts, email templates
