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Workflow Approval Proces

WOrkflow Rule
step1: Selectin of Object
step 2: Criteria
step3: Actions
IF criteria is satisfied, actions are performed
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Workflow Approval Process
step1: Selectin of Object
step 2: Criteria
step3: user's manager has to approve or reject
step4: if manager approve
APPROVAL actions
Reject: Rejection actions
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a) Check current user is having Manager or not
if manager not existing
create new user, and assing as MANAGER to current user
b) create custom flds
status (picklist)
Mangerdisc(currencY)
update balance fld
c)create workflow approval process
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How to check user is having manager or not
username - myprofile - left side corner display "manager" id
(or)
setup - admin - manage users - users sel "sfdcuser" - check manager column
Result: NO Manager id
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How to Create new User
setup - admin - manage users - users - NEw user
firstname: manage
email: sfdcalljobs@gmail.com

username: manager_sfdc930k@abc.com
role: Marketing
license:salesforce
profile:system admin
save
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Open new browser : Login to gmail
(sfdcalljobs@gmail.com / mybox1228)
click new password
username: manager_sfdc930k@abc.com
pwd:mybox1224
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How to Assign Manageruser as "MANAGER" to sfdcuser
goto sfdcuser browser
setup - admin - mu - users - sel "sfdcuser" - edit
approve settings
manager : sel "manageuser"
save
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Test
sfdc user - check manager col
display manager name
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b) How to create Custom flds in Account object
acctab - sc - view flds - new custom fld
sel datatype: Currency
label: Manager Discount
size:6
next - next - save
sel datatype: Picklist
label:Approval Status
values: submitted, approved, rejected
next - next - save
Customize accunt Page Layout
acctab - new - sc - edit layout
D&D mdisc and appstatu to course layout
sav
Update Balance fld
acctab -sc - view flds - sel "balance" fld - edit
fee__c - ( Discount_Amount__c +
Total_Amt_Paid__c + Managerr_Discount__c )
save

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c) Workflow APproval PRocess
setup - build - create - workflow & approval approval process - new
step 1: selection object : Account
step 2: sel : Jump start wizard
Name: Process One
Criteria: Fee >= 10k
automatically APprover:
as per Hierarchie - sel manager
save
"Detail Process"
step 3: Actions
Intial SUbmission Action : Field update
name: InitStat
objec: account
fld: APp status
show formula
sel value: sel "submitted for approval"
save
Final Approval Actions: field update
name: ApprStat
object: account
fld: APp status
show formula
sel value: sel Approved
save
name: APpDisc
object: account
fld: ManagerDisc
show formula
sel value: fee_c * 0.1
save
Final Rejection ACtions: Field update
name: RejStat
object: account
fld: APpstatus
show formula
sel value: sel "Rejected"
save

name: RejDisc
object: account
fld: ManagerDisc
show formula
sel value: 300
save

CLick "View diagram"


click "Activate"
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Test PRocess : Criteria Checking
Sfdc browser
acctab - sel any record - cours fee < 10k
click "submit for approval"
Message: Entry criteria Doesnot meet
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test 2: APproval checking
sfdc user browser
sel any record fee > 10k
click " submit"
Result:approstat : SUbmitted for approval
How MANAGER has to "approve"
manager user browser
goto "HOME" tab- scroll downd
items to approve section
click "Approve"
give comments : APPROVE
Check status :sfdc user
status changes to "APPROVED"
manager disc: 10% of fee
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test 3: Rejection process
sfdc user - sel any account record > `10k
click "submit"
status changes " Submitted for approval"
How to REject
Goto manageruser - home tab
CLick "Reject" button
goto sfdcuser : check status

status:Rejected
mangdisc:300
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Mail has to send to manager
Task, email alerts,
email templates