I need to create an approval process that should be handled in a serial manner.

The criteria is based on the sale amount (and not on the discount - which I feel gives me the trouble here)

Step #1 - So, if the sales is < 15k - the sales person can approve it

Step #2 - If Sales is between 15 and 25 - First the sales person needs to approve it, and than the sales director. *that's the requested behavior.

Attached is the current steps I have, but for #3 - since it's marked as a unanimous approval, there is no preset order of the approvers.

enter image description here

How can I make that it will be performed in order? first: sales person - and only if sales person approves, it will move to next approver: second: sales director


I'm seeing possibility of request directly going to 'Sales Director' if Opp amount > 15000 . Because as per process you've built, it will skip Sales person.

Here I'm just seeing possibility of two steps

step 1 sales person approval

: For this criteria should be :

"All records should enter this step".  This should ensure sales person always approve first before records going to director

Step 2 : Sales director should also approve

In this you can put criteria :

Opportunity amount > 15000

You've not mentioned if 3rd person(role) also need to approve if opp amount > 25000

only In that scenario: 2nd step condition should be :

Opportunity amount > 15000 and Opportunity amount < 25000

But then there should 3rd step in which records will enter only if Opportunity amount > 25000 and you've to put 3rd person as approver.

Hope this helps


For best answer please see the link. http://simplysfdc.blogspot.in/2014/07/salesforce-serial-and-parallel-approval.html

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.