Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error.

Approval Limits
Salesforce limits the number of approval processes in your org, as well as the number of steps and actions in each approval process.
Considerations for Configuring Approvals
When creating or editing an approval process, keep in mind how approvals are compatible with other features. Before you start, draw out the steps of your approval process.
Merge Fields for Approvals
Approval merge fields include {!ApprovalRequest.fieldName} and {!ApprovalRequestingUser.fieldName}. They’re supported in certain email templates and return different values based on the status of the approval process instance.
Considerations for Setting Approvers
When you specify approvers for a given approval step—or for the only step if you’re using the jump-start wizard—keep some things in mind.
Considerations for Managing Approvals
Keep these things in mind when maintaining existing approval processes—including activating and deleting them.

	Created by Curtis Cadwallader over 6 years ago

	Copied by Curtis Cadwallader over 6 years ago

	Copied by Curtis Cadwallader over 6 years ago

Enterprise Cloud Architect 210. Salesforce App Builder (Definitions) Slide Set on Reports, created by Curtis Cadwallader on 15/01/2018.