HOW DO I CREATE AN APPROVAL PROCESS FOR AN OBJECTIVE?
1. Go to Setup, then search for and click on “Approval Processes”.
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2. In the “Manage Approval Processes For” option, select “Objective”.
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3. Click on the “Create new Approval Process” button and select “Use Jump Start Wizard”.
4. Complete the wizard with the following information and click “Save”:
- Name: (ex. Axy OKR Objective Approval Process)
- Unique Name: (ex. Axy_OKR_Objective_Approval_
Process) - (Optional) Approval Assignment Email Template: (if you’d like to receive an email for each approval assignment, create an email template within Salesforce and add it here)
- For “Automatically assign an approver using a standard or custom hierarchy field” in the ‘Select Approver’ section, choose “Manager”
For more information on more advanced approval processes, click here
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