[SalesForce] Creating a multi-approver approval process

Does anyone know of a way of creating a multi-step approval process? I.e. When one approver approves it, case is sent to the next approver ( approver 2) then when approver 2 approves it, it goes to the last approver .

  1. Records enters entry criteria
  2. Approver 1 approves then
  3. Approver 2 approves after approver 1 has approved then
  4. Approver 3 approves after approver 2 has approved.
  5. Finalize.

Is this possible to be done with the standard approval process?

Thanks.

Best Answer

This is all definitely possible inside Salesforce's approval process. It utilizes approval steps. This would utilize a 3 step approach.

Here is a Youtube demonstration of a scenario of requiring two approvers. Here is another Youtube video from a Dreamforce session that goes more into depth on workflow and approval process.

Finally, here are some more examples of approval process to help you along.

Related Topic