 Hello, hi everyone. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. So as you can see, like today, we are going to learn approval process in Salesforce and this is day 14 of this Salesforce Learning Bootcamp. So 13 sessions are already down and this week we'll be having only two sessions because we are about to complete all the admin related basic concepts. And next week I will be giving you a end to end demo on a project that will be related to whole admin thing that we have gone through so far. So I just welcome everybody. So I hope till day 13 you have practiced everything and before starting the session, I just want to share one update with you. So this is a good thing that I want to share with all of you. So because of my and learners efforts, Sanjay Gupta Tech School YouTube channel crossed 50,000 subscribers milestone today. So I just want to share and want to congratulate everybody. Like this learning platform is growing day by day and everybody is learning Salesforce and other technologies on this channel. So I will try to create lots and lots of content for you so that you can learn many things on this channel. Right. So I hope you all are enjoying these live sessions. So thank you everybody those who are posting congratulations. So thank you everybody. So I will be scheduling one more session that will be dedicated for all the subscribers where I will be just interacting. So I'm planning to schedule that session on this week Friday because on Friday we don't have any sessions. So I will just have casual chat with you to share my experience of YouTube like it is around six and a half years. I'm creating content on YouTube and like educational channel if they get this much audience. So I think it is great and at least it is great for me because I just dedicated my six and a half years to this platform. And I thank YouTube as well for providing this awesome platform to share the knowledge. Okay. So those who don't know about me so this is me and I have a total 16 years of experience and because of that I was able to came so far like I was able to reach more than 50,000 learners on this free platform. And I hope everybody is focusing on these seven virtual learning best practices. So I am assuming like everybody completed all the practice sessions. Okay. So keep on doing practice and like soon once you will be having enough knowledge so you will be able to understand you like you will be able to clear your certifications and then hopefully you will be able to get jobs as well. Those who are searching for jobs and Salesforce ecosystem. And I can see Simi is wishing me for MVP. So that I think will be announced in this week or next week. So I am like hoping but not sure. So let's see what happens and we'll share all the updates with you in coming sessions. And like today maybe today's session will be short because we have only one topic. So first I will be explaining and giving you all the demonstration. And in today's session like I would prefer if you can do practice along with me. So that will also be good because I have only two, three slides. Those are having theoretical content and rest I will be doing all the demo. So if you can implement that with me. So that will be good. And then we'll do all the question and answers and you can ask questions on comments on videos, telegram and Instagram. Okay. So please share the information with others because right now I see lots of people are not knowing about this free bootcamp. And it is this bootcamp is in its initial stage. So if people are willing to join this, so all the sessions are available in form of recording so they can still follow all the sessions. So please share the words with lots of people so that they can learn Salesforce for free. So like we are in week five. So soon we'll be completing total six weeks like next week it will be completed. So this week we'll be completing a few admin related topics and today's topic is approval process. So let's first understand what approval process is and then like we will be doing a hands on so that you will be understanding like what all steps we need to follow while creating any approval process. And before start of the session I just want to thank everybody those who posted congratulations in the comment section and other than that whatever questions are there. So Shubham like LWC playlist is not completed. So I'm working on content creation for that. So soon I will be uploading more content on that. Right now I'm like busy with this live bootcamp. So I was not able to give much time to other videos so I will try to create remaining videos of LWC. So basically an approval process is an automated process. So till now whatever we have done that we did through manual process. Now this is the first automation that we are going to learn and we have three more automations that is workflow rule process builder and flow builder. So workflow rule and process builders are retiring and now we have only one automation that is flow builder. Apart from flow builder we have another automation which is different in nature that is known as approval process. So if you have any record and you want that record will be approved by any other user that is available in the org. So for that you basically can create approval process. So like I already told you approval process is an automated process. It is implemented to approve records. So we can specify the steps those are necessary for approval that we'll be doing in this session. And it allows us steps to apply to all records or just records that have certain attributes. So in approval process we can also define who will be approving at each step. So approver can take steps that when a record is approved, rejected or recalled. So there are three options like if I'm submitting any record for approval and it goes to any other user. So that user will be having three options that user can approve or reject. And like the user who submitted the approval, the record for approval so that user can recall that as well. So these are the basic information that you need to know before creation of approval process. Now I have this use case that we are going to implement. So this approval process we will be implementing on a opportunity object. And here you can see three requirements are written. So if a discount is requested for 20% or less, then it will be automatically approved. If a discount is requested for more than 20%, it must be approved by the manager in the sales department for US reps. So if I'm submitting any record for approval, so the manager will be receiving that record for approval. If that manager approves, then that record will be considered as approved. And if a discount is requested for more than 40%, so it must be approved by VP North American sales. So here we will be using some roles that we already discussed in data security. So now I'm going to take you to the exercise that I already created and a few configuration I already done. So here you can see like in this approval process, total three users will be involved. One, the logged in user, system admin user that we are using and two more users you need to create. So I just mentioned here dummy data. This is for testing purpose only it is not related to anyone. So here you need to create a user so you can take any name for testing purpose. And you all know like we have two Salesforce licenses and those two users we already created. Now for approval process, you can use this Salesforce platform as a license, right? And when you will be creating that user record, so role you can pick as VP North American sales. Okay, so in our org we have predefined roles, so you can just pick particular role and all these things are already available for testing purpose. If you go to roles, you will see all the roles which are predefined and those are not related to any on. It is for testing purpose and profile you can select as standard platform user. So I think everybody knows how to create users so you can just search users in the setup and then you just need to follow all these steps which is written over here. Then second step says you need to create a role named as manager under VP North American sales. So this I'm going to show you how you can do. So just search for roles come here. So in my org I already created that role so for you you just need to click on setup roles. And if I go down so here I just need to create the role VP North American sales. So here you can just add the role, right? So here you can see if you carefully see. So under VP North American sales we have director channel sales, we have director direct sales and we have manager. So this I already created. So you just need to click here add role. Right? So it will automatically go under VP North American sales and you can see all these are dummy data. It is provided by Salesforce for testing purpose. It is not related to any organization. Okay. So this way you will be creating the role. Now if we go to the exercise, so you need to create one more user and you can pick any name here. Again, you need to use license as Salesforce platform and here role will be manager that we created in step number two. Right? So when you create user record, so you will find one option to select role. So for first user role will be VP North American sales and for second one role will be manager. And the profile will be standard platform user. Right? Now one more thing I want to show you which is very, okay, before that we need to complete the step number four. So step number four says you need to edit the logged in user. So logged in user means system admin. So I'm writing system admin in the bracket so that you remember. So you will be logging in with system admin and on system admin user record, you need to add it. And there you will find a field name as manager. So here you will be populating the user record that you created under step number three. Right? So the user record which you created at step number three will be the manager of this logged in user. And right? So let's say my user is Sanjay Sanjay system admin. So my manager will be Nick and next manager will be John as per role hierarchy. Right? So all the statements are written here. You can clearly read and implement them in your org. Now one interesting feature is that like if you are logged in as system admin and if you want to log in as another user. So that I told you like you can do with login button. If I take you to the org and if we see the users, so here you will find the login button. Right? So here you can see these login buttons are available for the users. So if you click on this login button, you will be able to log in with particular user. But when you log in with that user and you log out, so you need to enter your username and password. Right? And if you don't want to enter your username and password, so what you can do, you need to apply this step. Go to setup, then search for session settings. And then you need to uncheck this for three login after login as user. So let me show you how we can do that. So here we need to search for session settings. And here you will find this option. So in the beginning, you will find this option for three login after login as user. So you can just uncheck it. Okay. So if you uncheck and save it, so it will be saved. And now if you log in with another user, so if you log out, you will be automatically redirected to system admin. And if you don't see login button, so you can just search for login access policies. And you just need to enable this checkbox. If you enable this checkbox, you will be able to see that login button. Okay. So these are some important information that you need to know. And before implementing approval process, these are the basic things that you need to complete. Now I'm coming on to step number six, where we need to create this field named as discount percentage. And it will be of type percent and it will be created on opportunity object. So I'm going to object manager and I will be searching for opportunity fields and relationships. So if you are doing implementation with me, so document is already shared with you. So you can just create the users and all. Meanwhile, I'm creating this field. And always remember like the data is testing purpose only. If you want to modify information, you can, right? It is not related to anyone. So here I'm going to create new field of type percent that I'm clicking on next. So here I just need to type name discount percent. And here I'm putting length as two decimal places are two. And then I'm clicking on next. So here one more thing you need to know. So this is important step like we are going to create two fields. And these two fields, we need to make sure like for all the profiles, they will be read only except standard user and system administrator. Right. So I'm going to do so. Now here I'm going to select visible read only and I'm unchecking for system admin and standard user. Right. And I'm clicking on next and save. So this way I created a first field. Now I'm going to create one more field that is approval status and it is off type pick list. This field also we need to create on opportunity objects. So again, click on new. Now this time we need to select pick list from the list. So I selected pick list clicking on next. Now here I'm going to fill the data. Right. So here I need to provide pick list values. So first is spending second is approved and third is not approved. Right. So now I'm clicking on next visible read only. And from here I'm unchecking it for system administrator and standard user. Right. Now I'm clicking on next and save. So this way these two fields I created. So if you're doing it with me, so you can also create along with me. Okay. So I completed till step number six. Now we need to create a folder for email template. So basically an approval process whenever you like a user approves a record. So if you want to send approval notification through email so that email template you can use and if you reject then also we can use a email template. So first we'll be creating a folder email folder and email template folder and then we'll be creating email templates. So from here I'm moving to home. Then here I'm searching for classic email templates. So here you can see we have the option to create new folder. So if you search for classic email templates, then you need to click on create new folder. And here you can paste the name of the folder from the document and here you need to select read write. And if you want to like have any pre-implemented email template into this folder so you can just shift by clicking on these add or remove buttons. So right now I'm just clicking on save because we will be creating new email templates. So this folder is created and it will be available in this list view. Right. So in this list view you can see now three options are available. So if you create one, this will be available. Now next is we need to create email template. So I'm just copying the name of the folder name will be available automatically. So I'm copying the name of email template that is discount approved. So from here I'm going to create new template type will be text. So from these four options you will be selecting text as type then click on next. So here you can see this folder is already selected then select available for use. Then here you need to fill the name of the template. So unique name will be populated automatically. Then description and other things you can copy from here. So I'm just copying the description and placing it here. Then I need to populate the subject. So subject is also available here. I'm just copying it and pasting it. Then we have email body. So I'm going to copy that as well. So here I'm going to show you like how we can have merge fields. So this is the merge field. So I'm just removing it opportunity owner full name. Right. So what you need to do here just place this cursor and above you will find these. So you just need to search for opportunity. So opportunity fields you need to select and from here you can select owner full name. So here it is owner full name. So this will be available here. You can just select copy and paste it. Right. So this way you can insert merge fields as well in your email template. So one email template is created. So I'm just clicking on save so that it will be saved in that folder. So if I go to classic email templates, this folder is already selected. Discount request responses and here you can see one template is created. Now I'm going to create one more. So again we need to repeat the same process. So I'm just copying information from here selecting text as data type. Here I need to fill the description subject and email body. So this we are creating for rejection. So I'm just copying the description, pasting it here. Then we need to provide the subject. So I'm just copying it and pasting it here and then we need to provide the body. So this time I'm pasting it as is and I hope you understood like how we can have merge fields. So this way our second email template is also created and I'm saving it. So this way all the basic information that is required we created. So here I just forgot to check this checkbox available for use. So I'm just going to edit it and enabling this checkbox and clicking on save. So make sure both the email templates are having this checkbox checked available for use. Then only you will be able to use them. So after this we just need to create the approval process. So to create approval process you just need to search for approval process from here. From here you will be selecting opportunity. So here I have an active approval process so I'm just deleting it. So from here you will find this option. So from this pick list you just need to click one option. So I am just selecting you standard setup wizard. So here first of all we need to define the approval process name. So I'm writing discount approval process. You can use any name that you want as per the business requirement. So here we are just using all the data for testing purpose. So right now I'm using discount approval process but in your case you can have different name as well. Now I clicked on next. So here I just need to specify the criteria. So in criteria we can select discount percent field. So discount percent field should be greater than zero. If it is greater than zero then only this approval process will work. So I just clicked on next. Now here this is important. So you need to determine who will be the next automated approver. So here we are going to select manager. So you can see here it is showing manager as standard user field. So if you see this is already mentioned here at step number four. Like you need to log in with system admin and you need to edit that system admin user record. And you will be selecting manager field as the user you created at step number three. So the user which we are using at step number four that users manager will be the user you created at step number three. And step number three user that we created its manager. This user's manager will be the user which we created at step number one. So this way they are connected. So system admin will be creating a record and submitting it for approval. So this user's manager Nick will be receiving that record for approval. And then if that user approves the record it will go to the next approver that is John. And it will depend on it will also depend on the criteria. Right. So we already saw the criteria like it is written over here as well. So if discount request is 20% or less it will automatically approve. If it is greater than 20% so it must be approved by a manager. And 40% it will it must be approved by VP as well. Okay. So in last step we will be using all three. So moving here I'm going to select manager. Right. Then use approver field of opportunity owner. So opportunity owner. Okay. So here long then user won't be used here if you check it. So the user who is the opportunity owner that users like approver will be identified automatically. Then we have record additability property. So administrator only can edit records during the approval process. And second is administrator or the current assigned approver can edit records during the approval process. So right now I'm leaving it as is and it depends on the requirement like which option you will be selected. So here I'm clicking on next. So here we have approval assignment email template. Right. So we don't have any assignment email template. So I'm leaving it as planned. If you need you can create an email template and you can just add it here. But it is optional. So you can just skip this. Now here like once the so here you can see the approval pages where an approver will actually approve a receptor request. So using the option using the options below choose the fields to display on the page. So when a prover will be approving approving the record. So what fields you want to show. So here we are going to show amount and discount percentage. So you can just add those fields. Then here we have option approval page fields. So display approval history information in addition to the field selected above. So if you want to show the history like who submitted that record for approval and who have already approved. So if you want to show that history you just need to select this checkbox. Right. And security setting allow approvers to access the approval page from only from within the Salesforce application. Right. If you want to allow them to access from externally from a wireless enabled mobile device. So you can just select second option. So it depends on the requirement. Now again I'm clicking on next. So here in the next step we need to select the approval type sorry initial submitter. We need to select the submitter. So here owner is by default selected and from available submitter opportunity owner is by default selected. Right. Then we have one option like allow submitters to recall the approval process. So if you enable this checkbox. So the user who will be submitting that record for approval they will be able to recall the approval process. And this option says at the submit for approval button. So this button will be available on the record and approval history related list to all opportunity page layout. So on opportunity record page this button will be available automatically and approval history related list will be available on all opportunity page layouts. If you enable this checkbox. Right. Now I'm just clicking on save. So here you will find three options. Okay. So from here I'm going to select the second option. So here it is mentioned. I will do this later. Take me to the approval detail page to review what what I just have created. Okay. So if you click on go so you will be seeing the discount approval process. Right. So active and here we need to implement more steps as well. Okay. So if you are trying to implement this along with me so you can just do whatever I have done. And if you want to do it later on so that is also fine. All the steps are being recorded and you can see it anytime. Okay. So now we need to do more steps. Now we need to specify the initial submission things. Right. So like initial submission action here it is mentioned like log the record from being edited. So no one will be able to edit that record. Okay. So now like on this page you can see we have lots of options. So first is initial submission action then we have approval steps. So here we need to define the approval steps. Then we have final approval action and final rejection action. Right. So here now we will be defining few steps. So now what I'm going to do. Okay. So in this initial submitter action click on this add new button. So if you click on this add new button you will be able to see four things task alert field update and outbound message. Right. So here I'm going to select field update. So basically if you remember we created a pick list here. So pick list says this approval status pick list says we have three options pending approved and not approved. So once you are submitting your record for approval. So this pick list field should be having value as pending. So that we are going to define with that initial submission step. So this is a field update. And this in this field update like you need to provide name. So name I'm providing as approval status pending and from here I'm going to select that approval status field. And for this I'm going to select the value as pending. So these information you need to provide that for that particular field field is approval status. And we need to select the value as pending. Okay. And you can now click on save. So here you can see field update option is available whenever you will be submitting your record for approval. So that approval status field will be having value as pending. Okay. Now we need to specify the approval steps. So here I'm clicking on new approval step. And here we need to specify the name. So I'm writing manager approval. Right. So here we need to specify discount over 20%. Right. So I'm mentioning 20% and step number is one. Now I'm going to click on next. Right. So we need to specify the criteria. Okay. So I'm selecting the second option here. I'm writing this. I'm going to select discount percentage. And if it is greater than 20% right. So this will be the criteria. Then I'm again clicking on next. Right. So from here we'll be selecting automatically assign using the user selected earlier. So if you remember like we selected the user field that is manager. So if you submit any record for approval, so it will go to the user who is the manager of that owner's record. Right. Okay. So the second option you can select and now you can just click on save. Okay. You can just select no. I will do this later. So here it is asking to create new approval action like if you want to create a task record. So we don't need to do that. I'm just selecting third option and clicking on go. So this way here you can see one step is created. That is manager approval and description is discount over 20%. So if discount percentage is greater than 20 then only it will go for manager go to manager for approval. Otherwise it will be approved automatically. If you provide discount percentage less than 20 so it will that record will be approved automatically. If it is greater than 20% then it will go for manager approval. Okay. Now we need to create one more step that is for VP approval. So I'm just clicking on new step. And here I'm writing VP approval. Okay. So description I'm writing discounts over greater than 40%. Right. Step number two again clicking on next. So here again we need to select discount percentage greater than and 40 and I'm clicking on next. So here again we have options. So this time like we have three users. One is the owner that is your system admin that system admins user record is having a manager populated. Right. Now if you submit that record and it goes to manager that managers manager we have not assigned on the user record that we assigned through like you can say role hierarchy. Right. So here you will be like automatically assigning a prover. So from here basically you can select particular user. Right. And if you select this first option so it says let the submitter choose the approver manually. So from here like you can choose particular user. So from here I'm just clicking on this lookup and I'm selecting this first one which is VP. Right. So the user we created for testing purpose. So this time selecting here. Okay. So rest you can leave as is. And we have one more option like when multiple approvers are selected. So approval is like based on the first response and require unanimous approval from or selected approvals. Right. So you can choose it as per your requirement. Right. As per the business process whatever is required you can be selecting that and I'm clicking on next. No I will do it later and click on go. Okay. So this way here you can see now two steps are created. Okay. So first step says manager approval and second step says VP approval. So this way things are defined here and here you can see assigned approver here manager. Manager means the manager field that is available on the record. So once initially record owner when record owner will be submitting that record for approval. So that record owner's user records manager will be approving and here we selected this test user and this user will be like we are considering it as VP because that user is having role as VP. So this user will be responsible for approving the record. Okay. So now I'm just clicking on activate and I'm clicking on. Okay. So this way what we did we created initial submission process initial submission action and here we created steps. Now you can see once I activated so that new approval step creation button is not available. Now we need to create two more things final approval action and final rejection action. So here we will be specifying those emails as well. Right. So in final approval action you can see we have this add new button. Right. So what you need to do you need to click on this and click on field update. So here you can write approval status to approved and here field we will be selecting approval status and here value will be approved. So these values you need to provide name can be anything then field will be approval status and here value will be approved. Right. So you can just click on save. So one action is created here field update. I'm going to create one more that will be email alert. Right. So here I'm writing discount approved. Now if you remember we created an email template. So if you click here so you will find all email templates. So from here you can select the folder and you can select discount approved. So we have to you will be selecting this discount approved. So it is available here. Right. From here you will be selecting owner like to whom you want to send that email. So owner will be the initial submitted. So we want to send email to the owner. Right. So this way you can create these email alert and here the information is available. So we created email alert and we created field update. Now similar to actions you need to create for rejection as well. So click on add new then field update. So here you can write approval status to not approved. Then field will be approval status. Value will be not approved and save. So this is one action that I created. Now one more action I need to create. So email alert and here. Okay. So here one more thing like we need to create email action. So email alert. So here what I'm going to write this count rejected. And from here I will be selecting discount rejected. Right. And from here I will be selecting owner and opportunity owner. Right. And I'm clicking on save. Okay. So here one more thing I'm going to do. I'm going to create one more field update. So it is like clear discount percentage. So once your approval is rejected. So what you can do, you can just select discount percentage and here you can just set a blank value and save. So if it is rejected so on that record your discount percentage field will be blank. So this way these options are created for final approval action and final rejection action. Right. So now what I need to do. I just need to activate this approval process. Okay. It is already activated. So this way all the steps are completed that you need to implement. Now it's time to test it. Right. So for testing purpose what you need to do just open the application. So I'm going to open sales application and here we have opportunities tab. Okay. So here I am going to create a new record. So OPP 101 and close date let's say 28 then stage prospecting. Right. And here we have discount percentage as well. Okay. So right now I am entering it as 10% and I'm clicking on save. Right. And I just want to highlight like this is a new feature of Salesforce like if you go to activity. So you will see these icons. Initially they were not available. So this is the recent update provided by Salesforce. And if you go to details. So here you will find the information and if you click on this top right corner so you will see the submit for approval button. Right. So this submit for approval button is important. And if you click on the submit for approval button then only your approval process will be submitted for approval. Now if I take you to the related list so in this related list you will see this approval history related list. Right. So this approval history related list is basically this will be containing all the history like when you submitted that record and who approved or rejected everything will be available here. Right. So now this record is created on here discount percentage is basically 10%. So if it is less than 20% so it will be approved automatically. And here you can see I'm logged in as system admin Sanjay. Right. Now I'm going to submit for approval. So I just clicked on submit for approval. Here you can fill the comments. So I'm just writing test and clicking on submit. Right. Now here you can see this approval history is having some information. So approval request submitted. Okay. So it is showing this information if I click on view all. So here it is available and like you. Okay. So it is like showing two records. One first one you can see it is showing approval request submitted and it is showing status as submitted. And it is approved automatically because discount percentage is less than 20%. So you can see both are available. And if I go to the opportunity record under the details and here you can see approval status is approved automatically because of final approval action. Right. So for 10% it is working fine. Now if I try to create one more record. So I'm creating it as OPP 102. And here I am adding discount percentage as 25%. Right. I'm just clicking on save. So on details you can see the information is available and history is having zero records. Now if I go here and click on submit for approval. So again we need to enter the comments. So I'm writing test and submit. So here you can see two records are available. And see here initially it is submitted and now it is having step manager approval status is pending and assigned to this user. So now we need to log in with this user and that user will be able to either approve or reject. Okay. So what you need to do just to go and open the setup and from here you can search for users so that we can log in with that user. So here we already have this login button. So I'm just clicking on this login button and it will redirect me to that user. Okay. But as we created that user as a Salesforce platform user. So you can see this user is having no access to opportunity tab. Right. So through this user you won't be able to approve that record. But this is the process. Right. Now if I log out so I will be redirected to that system admin. Right. So as of now what you can do come here and open this record and through system admin you can see the information. So this information that user Nick will be able to see when that user will be having enough access. And if we click on this approve button so it will be approved. If you click on reject it will be rejected. So I'm just clicking on approve. So right now I'm approving it through system admin. Okay. Remember I approved it through system admin because that user is not having enough access because we have limited licenses. So I just clicked on here and if I go to detail so you can see it is approved. And if I go to history. So here I will see all the data submitted and approved. So assigned to this user but actually approved by this user because we have limited access. Right. Now I'm going to create one more opportunity. So I'm creating 103 and here 28 stays prospecting and discount percent I'm entering as 50 percent. So it will go to two different users. Right. So here it is 50 percent. Now I'm going to submit for approval. Submit. So here you can see it is pending with this user. So I'm clicking on manager approval and from here if I approve. So it will go to one more user. So you can see still it is pending if I go to opportunity and click here on view all. So you will see three records. So initially you can see it is like approval request submitted by Sanjay like actual approval Sanjay. So it it was moved to manager manager is Nick and approved by Sanjay because of limited access and once it is approved because it was more than 40 percent discount. So it goes to VP and when VP login John. And it will be considered approved otherwise not. So as in system admin if you click here and you will try to approve you will be able to and then it will be completely approved. Right. So you can see now it is showing approved if I go here and click on view all. So you can see it is finally approved. So this way you can like approve or reject particular opportunity. Approval status is approved. Right. So this way differently like by creating different users you can test it. So user creation is tricky and everything is available for testing purpose. So like for one user we are using the manager field that is available on the user record and for one user we are just using the role. So this is the requirement that I just explained in this session. So this was like related to approval process and now I can take all your questions that you will be having and I think once you will be implementing this approval process yourself. So you will be understanding it properly. Okay. So I am just going to see the questions which are available in the chat. So Ashish is asking is it possible to discuss scenario based questions? So Ashish those things I will be starting when we will start learning flows and other things. And next week we will be having a project so that is scenario based so it will give you lots of information. So Sandeep Kumar is asking I don't know coding knowledge so Sandeep I will be sharing coding related knowledge with you like we will be soon starting Apex programming. So there I will share the information with you. Ritura's development will be starting a prox after three weeks. So next week will be admin project then I need two more weeks for flows and then we will be starting development. But you can consider flow in development because Salesforce is moving on local development site so that is also important to learn. Bhakti we cannot create subflow, sub workflow and workflow is basically outdated so don't implement that. Yes mother, day one recording I will be updating again. Simi you said login is not showing next to test user so I think if you search for login access policies that I demoed in this video like in the beginning of this session so I think you will be able to. Next question is will you teach CPQ so not now because I don't have enough expertise on that. Yeah Mina lightning email template is different from classic email template so as of now use of classic template is easy but if you want to use lightning email template so that also you can do. Thank you for sending some money so I will surely buy a coffee and enjoy and thank you for wishing me luck for MVP Vijay thank you for appreciating my classes. Yes Simi if you create approval process then only that button will be available and that button makes more sense if you have approval process created. Yeah Aparna it is confusing so you need to implement it then only you will be able to understand and make sure like we have limited number of users that's why you are not able to test it properly but it will give you enough insight like if it is assigned to someone some other user it means it is going to be approved by that user if we have access to right Vishal basically the user which we created that user is having license as a platform user license and that license won't be having access to those tabs that's why we cannot do that. Dheeraj is asking what is recall approval action so let's say the user who is initially submitting the approval process if that user realize like I don't want approval as of now I need to do more updates on the record so after submission if you want to recall like you just want to undo approval submit for approval so that you can do with help of recall. Sonu John delegate approval means like if you assigned your approval record approval to some user and that user is not able to approve so that user can delegate that access to any other user on that user's behalf another user will be able to approve that approval that record. Next is when manager rejects approval record owner able to resubmit that record again yes so these things you can try in your org right this is nice question like you can reject and then try to submit this again Avanshu this cross-object formula field we will be doing in the next week so next week project there is one scenario where you will get a cross-object formula field and that project document I will be sharing on Monday so you will be having enough time to go through that. Manoj is asking can we create this approval process for custom object yes if you try to create approval process and if that approval process shows that custom object in that list so surely you will be able to create. Gayathri is asking what is outbound messages so if you want to send messages to like mobile phones I guess so for that purpose we use it so I have brief information around outbound messages I never used it right so it is very rarely used feature but if you want to send messages outside Salesforce org to your client or customer so for that purpose you can use outbound messages. We can create approval process for other objects so if you search for approval process and try to create so there you will see a pick list so let me just show you that so if we come here so if you search for approval process so here you will find this pick list so this is basically a pick list so from here if you want to select any other object so you can see for opportunity we created one approval process that is not available right now because we selected product as object here right so if you change the object so your page will be refreshed automatically and accordingly you will be able to create the approval process. Dheera's yes outbound is basically related to workflow and now this feature is available with flow builder as well as workflow is already retired so this feature is available with flow builder now ok so this is it for today's session and I think it is very easy to implement approval process so just follow all the steps which are available in the document and if you face any difficulty so you can reach out to me through different social media handles right so thank you so much for joining today's session and next session will be on Thursday and that will also be having brief topics related to admin and on that day like your admin concepts will be completed and then from Monday I will be starting admin project so just try to create a list here and see whether approval button is available there I don't think that button will be available there if it is available then surely we can write it right so just test it out once so what you can do let me just see it quickly so if we select here so I don't think this button is available here so if you want to configure this you need to go to object manager and like opportunity and here search layout now this will show the fields let me just add it so that button is not available list view button layout let me just see it here also those buttons are not available no from list view I don't think we will be able to mass submit for approval okay so YRS is asking this is an advanced admin concept so I didn't get like what you are asking for approval process or any other topic Sonali workflow is not necessary workflow is retired and instead of workflow we are like using flow builder nowadays flow I told you flow builder not sales flow sonu is asking if the discount is 30% then it should be approved by manager as well as other user how can I do it so like we did it for 40% if you see if you want 30% so like where we set the criteria so there you can set this condition so we had 2 options 20% and 40% if you have 20, 30 and 40 so there will be 3 criteria okay so that you can do by watching the recording again okay so I think all the doubts are clear and it was easy topic just practice it so that you will be able to understand completely thank you so much guys for joining today's session and we will be having one more session on Thursday thank you