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Does anyone know of a way of creating a multi-step approval process? I.e. When one approver approves it, case is sent to the next approver ( approver 2) then when approver 2 approves it, it goes to the last approver .

  1. Records enters entry criteria
  2. Approver 1 approves then
  3. Approver 2 approves after approver 1 has approved then
  4. Approver 3 approves after approver 2 has approved.
  5. Finalize.

Is this possible to be done with the standard approval process?

Thanks.

9

This is all definitely possible inside Salesforce's approval process. It utilizes approval steps. This would utilize a 3 step approach.

Here is a Youtube demonstration of a scenario of requiring two approvers. Here is another Youtube video from a Dreamforce session that goes more into depth on workflow and approval process.

Finally, here are some more examples of approval process to help you along.

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