-
Book Overview & Buying
-
Table Of Contents
-
Feedback & Rating
Salesforce CRM Admin Cookbook
By :
In this recipe, we will build an Opportunity approval process for deals greater than USD 100,000.
Carry out the following steps to build an opportunity approval process for deals greater than USD 100,000:
Navigate to the approval processes setup page, by going to Your Name | Setup | Create | Workflow & Approvals | Approval Processes.
In the Manage Approval Processes For: pick list choose, Opportunity as shown in the following screenshot:

Here, we are presented with a listing of both active and inactive approval processes for opportunities as shown in the previous screenshot.
Click on the Create New Approval Process button.
Choose the pick list option Use Standard Setup Wizard (as shown in the following screenshot):

Here, we are presented with the Step 1. Enter Name and Description page.
Enter the name of the new approval process in the Process Name field. For this recipe, type the text Deals >...
Change the font size
Change margin width
Change background colour