After completing this unit, you’ll be able to: 1. Set up an approval process that emails the initial approvers. 2. Set up an approval process that allows users to approve or reject oppo… See more

First create your email template to notify the record owner’s manager that an opportunity has been discounted more than 40%. 1. From Setup, enter Templates in the Quick Find … See more

Now let’s create custom fields so that we can track the discount percentage and approval status for each opportunity. 1. From Setup, enter Object Manager in the Quick Find … See more

You've done a bunch of work to automate what happens when a record gets submitted for approval. Now let's add a button to the page layout that allows users to kick off t… See more