Activating, editing and deleting approval processes
Key Takeaway
Finish the step design before you activate a classic approval process, because deactivating it later doesn't unlock its steps.
A classic approval process sends a record to one or more people, step by step, so they can approve or reject it. To manage one, you need to know when you can activate it, what you can still change after that, and what cleanup you must do before you can delete it. Many of these rules become permanent the first time you activate the process.
How to create a classic approval process
Classic approval processes work in both Salesforce Classic and Lightning Experience, in these editions:
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
You need the "Customize Application" permission to create approval processes and approval steps.
- In Setup, enter "Approval Processes" in the Quick Find box, and then select "Approval Processes".
- Pick an object.
- Choose "Create New Approval Process".
The "Use Standard Setup Wizard" option is for more complex processes where you define specific steps.