How approval status field created in Leave request object? I got confused here beacuse it is pic list type field with values mention in it though they are not visible to leave creator during leave submittion.How this can be achieved like values not visible but will be populated after approvers action. Thanks
@@rohanmahale3918 Please open the Object in the Object manager and then go to Fields and relationship - > Create a new field clicking on "New" then select the data type as "Picklist" processed with the values and etc
very first time I would definitely say that you are awesome. No mistakes, No loophole, No back n forth. very smooth step by step and very clear. However, it took one hour to understand this whole process but it was piece of cake. Thumbs Up!!!.. keep it up good work.
You videos are very helpful and your way of teaching is very nice. I sincere request is try to upload videos covering all topics regularly especially in this quarantine time we all have so much time to learn from you. I know it will take time to create a video for you but Please please please post them by making time for it Thank you Sreekanth for giving knowledge to us
Thanks Jayanth. Unfortunately i am stuck in production release this month, not sure i am able to manage both. But i will try my best to cover most of the topics as possible to benefit people like you.
This is by far the most helpful video on approval process ever. I have been looking for some good resource, luckily i found it. I have seen many Salesforce videos, but your way of teaching and explaining is very very good and effecient. Many people will try to explain all the scenarios in one or two steps, which is not an efficient way to understand. Really appreciate your time and effort on this video. Looking forward to watch all your videos. Thankyou so much man for this❤️.
very well real case scenario pictorial representation for a topic which is complicated to understand but u made it so simple with ur teaching skill nd pictorial representation...kudos to u..
Best ever video on Approval Process. Its so crystal clear. You make it so simple and easy to understand! I usually dont comment but this time I couldnt resist myself from commenting. Thank you so much!
Hi Sir, Aritra here. I must say really a great explanation about process builder!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Thanks for the video. Challenges facing in this useCase. --> Even though record is locked after submission. But employee scott is able to edit the record. Solution: Make sure Employee Scott has different profile and in that ''Modify all'' should be unchecked.
Your videos, examples and instructions are "rock" solid. Your expression of mastery of this concept is top-notch and your articulation of these processes makes it really easy to follow and understand. Thank you for demystifiying Approvals for me. Great Job!
Thank you so much sir for this wonderful explanation video on approval process with real time scenario. this is most beautifully explained video on RUclips.
Good Video... I have few queries. 1. User should not be able to set the start date in the past 2. It should not be possible to set the duration longer than 3 calendar weeks in a row 3. The duration should only calculate with working days (Mon - Fri) 4. Each employee has a total of 30 days of vacation per year 5. The current balance of vacation days of the employee needs to be visualized leftover vacation days cannot be < 0
Thanks for sharing such a great lesson on approval process. I really appreciate your teaching skills. we request you do some more tutorials.Stay blessed and thanks for educating others.
Very good explanation with examples. However, all tie to specific manager and vp, so if enterprise has many roles and levels of hirachey, how can we make universal approval process by using role? That way it would be one process across the enterprise and not have to create person specific approval process. Assume a change like Alina got promoted and new manager comes in her place, the process breaks, isn't it?
I didn't understand one thing. I set up an approval process, then I went with a user into the record, edited the record and clicked the button to submit the 'approval. I logged in with the approver and rejected the request. However, the changes made remained. How come?
This type of explanation is required for salesforce beginners. Thank you for your wonderful explanation please make the video on how to create components using apex code
What about a queue? Can a user with a Salesforce Platform license pick an approval request from a queue? I tried to do that but my salesforce platform user is not able to see the approval requests in a queue. The salesforce platform user gets notifications and an Email about the approval request but is not able to see it in List View (queue)... any clue why this is the case?
When I logged in to approve the request I recieved an error i.e. you don't have access to this record .ask your administrator for help or to request access.another user recalled and approved to this request
How approval status field created in Leave request object? I got confused here beacuse it is pic list type field with values mention in it though they are not visible to leave creator during leave submittion.How this can be achieved like values not visible but will be populated after approvers action. Thanks
1. How can I make the Approval Status field not editable for the requester after submission? 2. Submit for Approval button still showing for the requester after she has initially submitted her request. What can I do?
good videos! but i have a qustion. How to remove the button with 'Approve' and 'reject' from Scott's Approval History. i want to that function but i don't find it. plz help me
It was great session! You should be coming up many more session. Sreekanth, can you add another session for queues for approvals for various scenarios that includes salesforce limitations
How can I update approval or rejection comment on the record itself, for example if approver rejected the request he put a comment on the rejection, I want that comment update on the record itself so that user can see the rejection reason on the record.
Can you share the project somewhere. Also im not able to understand the employee login thing. Im trying to login using the employee credential all the changes made in the object are not available in my org after i change the user.
Hi Sreekant, I have created an approval process in dev org and logged in employee and sent leave request for approval..but the request is not coming to manager? can you plz explain
Very detailed explanation considering all the possible scenarios, very easy to learn and understand. Thank you. Please do more videos considering real-time scenarios
How to add approver from another custom object? Like i have to objects with master detail relationship. Like if new project is created it should be approved from client which is another custom object and email i want to send to client manager whose email address is in client object fields how to assign that person as approver?
how do create that submit for approval button sir,I tried default page button using administrator link but it seems not working ,and also in approval process page I tried to click activate button it's does not move to active status ,it's remain in inactive status, anyone kindly help me out
I want approvers can see the approval request on chatter feed i.e they can approve or reject request from chatter. I've enabled Allow for approvals under chatter setting and also changed users chatter setting too, enabled feed tracking for the object. Also, I've created a Post template in order to show fields on chatter for approval requests. I'm able to see the approve and reject button in classic on chatter feed but not in lightning. Even not the fields on lightning in chatter feed which I'd set through post template. Any suggestion ???
Hi Abhi ,while creating chatter email setting it may ask logo, I there is an lookup option with empty thing ,I can't able to select any logo ..do u know how to select logo ..pls revert me back
These videos are the best, please try to create a sequence of videos where we can follow one by one...like a playlist for Admin topic and Developer Topic.. that will help us more....Your Teaching skills and videos are simply super......
If in a team scenario one rejected as seen from the last scenario and another one seen as “no response” then he can also approved or not??@Salesforce Exclusive?
Hi your videos are great. Thank you so much for the details. I have a question about how you are showing Approver's name at the top and the staus. Can you please let us know how you can do this. Thanks
Hi, Can I email you with some queries, I am looking do mass email based on a report output. For example if I am running an outstanding balances which comes from a custom object, and has Email as field in it as well. Can I use the report and send mass email to contact in that report. Report has Name, Business Name, Amount owe.... Please let me know if this is possible. I remember you have mentioned that it was possible thru flows.
Hi sreekanth,I have a problem in Approval process. When i send an approval from one user to the another user,it will show a notification to the approver. But the problem is,the third user is able to fetch those approval records,from the related tab and can do Approve/reject/reassign/recall. Is this a problem in my org/its a bug? Try this once?
Hi Srikanth, hope you will give me the reply I have built an approval process which is not going to my manager rather it is approved by myself(not auto approved condition is satisfied), I set all the components properly, could you help me
![I.N "HALLUCINATION" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/n5B5q1Hwt_U/mqdefault.jpg)
You should definitely do more tutorials. You're great at explaining things without making it seem to hard to learn! Thank you for your hard work!
How approval status field created in Leave request object? I got confused here beacuse it is pic list type field with values mention in it though they are not visible to leave creator during leave submittion.How this can be achieved like values not visible but will be populated after approvers action. Thanks
@@rohanmahale3918 Please open the Object in the Object manager and then go to Fields and relationship - > Create a new field clicking on "New" then select the data type as "Picklist" processed with the values and etc
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This is one of the finest videos in all aspects someone created wrt. approval processes. Superb explanation and highly appreciable work done.
very first time I would definitely say that you are awesome. No mistakes, No loophole, No back n forth. very smooth step by step and very clear. However, it took one hour to understand this whole process but it was piece of cake. Thumbs Up!!!.. keep it up good work.
"Enjoy your Corona" 🤣 Great and comprehensive video, thanks a lot for sharing 🙏
You videos are very helpful and your way of teaching is very nice. I sincere request is try to upload videos covering all topics regularly especially in this quarantine time we all have so much time to learn from you. I know it will take time to create a video for you but Please please please post them by making time for it
Thank you Sreekanth for giving knowledge to us
Thanks Jayanth. Unfortunately i am stuck in production release this month, not sure i am able to manage both. But i will try my best to cover most of the topics as possible to benefit people like you.
This is by far the most helpful video on approval process ever. I have been looking for some good resource, luckily i found it. I have seen many Salesforce videos, but your way of teaching and explaining is very very good and effecient. Many people will try to explain all the scenarios in one or two steps, which is not an efficient way to understand. Really appreciate your time and effort on this video. Looking forward to watch all your videos. Thankyou so much man for this❤️.
very well real case scenario pictorial representation for a topic which is complicated to understand but u made it so simple with ur teaching skill nd pictorial representation...kudos to u..
Best ever video on Approval Process. Its so crystal clear. You make it so simple and easy to understand! I usually dont comment but this time I couldnt resist myself from commenting. Thank you so much!
I have started salesforce career recently, your video content is excellent, keep making videos like this. Thank you
Thank you for making this - you are truly a very gifted teacher!
Good Videos your videos helped me well in recapping things.
Were you able to have the multi step worked? for mine the second approver is not receiving notification??Any idea?
The best video I have ever watched so far related to Approval process. Thanks Srikanth!
One of the best video on approval processes
Hi Sir,
Aritra here.
I must say really a great explanation about process builder!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
one of best channel to learn salesforce !
Thank you
Thanks for the video.
Challenges facing in this useCase.
--> Even though record is locked after submission. But employee scott is able to edit the record.
Solution: Make sure Employee Scott has different profile and in that ''Modify all'' should be unchecked.
one of the best videos in Salesforce Ecosystem. Thanks a lot.
I really like your style of teaching
Your videos, examples and instructions are "rock" solid. Your expression of mastery of this concept is top-notch and your articulation of these processes makes it really easy to follow and understand. Thank you for demystifiying Approvals for me. Great Job!
Awesome!! I haven’t seen any video explained in this way.
Best explanation! Thanks !!
The best explanation so far on RUclips on Approval process. Thank you so much sir.
Thank you for the feedback Rajat! Please don't call me 'Sir', you can refer me as Sreekanth.
Ok Sreekanth, just now started watching your videos. Explanation is too clear with real time scenarios. Looking forward to watch your future sessions.
Thank you so much sir for this wonderful explanation video on approval process with real time scenario. this is most beautifully explained video on RUclips.
the way your explaining, simply superb...Please do more videos...
You're awesome Sreekanth. Please do videos on LWC and Integration. Thanks for your time
Good Video...
I have few queries.
1. User should not be able to set the start date in the past
2. It should not be possible to set the duration longer than 3 calendar weeks in a row
3. The duration should only calculate with working days (Mon - Fri)
4. Each employee has a total of 30 days of vacation per year
5. The current balance of vacation days of the employee needs to be visualized
leftover vacation days cannot be < 0
Best video on Approval Process that I have ever come across. Thank you!!
You explained so well and your voice made me feel more comfortable.. Keep up the good work best mentoring
Your Service is Gr8. A Big Salute to you for this much explanations.
Wonderful video ! Thanks for sharing all the scenarios possible with all the steps and conditions, Really appreciate your efforts !!!
Great content, thank you explaining every single scenario with approval process.
This is the best possible video that could be made on Approval process ...👍🏻👍🏻
Thanks for sharing such a great lesson on approval process. I really appreciate your teaching skills. we request you do some more tutorials.Stay blessed and thanks for educating others.
Very good explanation with examples.
However, all tie to specific manager and vp, so if enterprise has many roles and levels of hirachey, how can we make universal approval process by using role? That way it would be one process across the enterprise and not have to create person specific approval process.
Assume a change like Alina got promoted and new manager comes in her place, the process breaks, isn't it?
As always , your videos are excellent. Thank you so much for your time
Thank you Kumar!
Your videos are easy to understand..please create more videos on different topics in Salesforce..this video really helped me learn approval process.
I am big fan of your video, excellent video.
Please make on Rest in salesforce.
Thank you Raghava!
sir the way you explain with scenarios is very awesome i really like your videos please make more videos sir we are waiting for more videos
Get Well Soon ❎Enjoy your Corona ✅😂😂
I didn't understand one thing. I set up an approval process, then I went with a user into the record, edited the record and clicked the button to submit the 'approval. I logged in with the approver and rejected the request. However, the changes made remained.
How come?
super awesome video
explained all basic possible scenarios very simple. amazing
May i know under initial submission Action why the option name "Task" is not showing up under new >
This is excellent. Clarifies most of the concepts. Pls Keep it up!!
Your videos are THE BEST. May GOD bless you.
i looooved this video well explained!!! thank you, need one for flows ASAP
Hi folk for me when i try to create a leave criteria no option of submit for approval is showing to me even after approval process is set to activate.
This video is really good, intuitive, and with clear and funny teaching. Keep it up!
This type of explanation is required for salesforce beginners. Thank you for your wonderful explanation
please make the video on how to create components using apex code
Were you able to have the multi step worked? for mine the second approver is not receiving notification??Any idea?
Indeeed it is a very interesting video with so many scenarios. Thank you!
Thanks Srikanth ...for awesome explanation...
Very clear Explanation...Please do more videos
What about a queue? Can a user with a Salesforce Platform license pick an approval request from a queue? I tried to do that but my salesforce platform user is not able to see the approval requests in a queue. The salesforce platform user gets notifications and an Email about the approval request but is not able to see it in List View (queue)... any clue why this is the case?
When I logged in to approve the request I recieved an error i.e. you don't have access to this record .ask your administrator for help or to request access.another user recalled and approved to this request
Thanks for wonderful video. One quick question: can someone else other than submitter of leave request place the approval request to cancel/auto close
This video is outstanding! Very well done! 👏
What an explanation ! Please do more videos like that.
i am having an issue...approval process is working and field is also updated but emal alert is not coming to user
When do we use outbound message ? The option is there with field update and email alert ?
Nice video, please create the video on recordtypes in salesforce
Thanks Gopi. Will do.
How approval status field created in Leave request object? I got confused here beacuse it is pic list type field with values mention in it though they are not visible to leave creator during leave submittion.How this can be achieved like values not visible but will be populated after approvers action. Thanks
If any profile in the hierarchy is missing, how it will skip to the next stage
Why are you not making more video 😢
1. How can I make the Approval Status field not editable for the requester after submission?
2. Submit for Approval button still showing for the requester after she has initially submitted her request. What can I do?
@Salesforce Exclusive , my records not gets locked.. After submitted for approval... Still I can able to edit
Best explanation...it takes lots of time and effort to make content like this...👌👌👌👌👌
good videos! but i have a qustion. How to remove the button with 'Approve' and 'reject' from Scott's Approval History. i want to that function but i don't find it. plz help me
It was great session! You should be coming up many more session. Sreekanth, can you add another session for queues for approvals for various scenarios that includes salesforce limitations
How can I update approval or rejection comment on the record itself, for example if approver rejected the request he put a comment on the rejection, I want that comment update on the record itself so that user can see the rejection reason on the record.
Can you share the project somewhere. Also im not able to understand the employee login thing. Im trying to login using the employee credential all the changes made in the object are not available in my org after i change the user.
Thank you so much for all your videos. So easy to understand. Please do more of it
Thank you for explains all concepts so clearly ! Love your videos
You have awesome teaching skills ...please make videos on Salesforce lightning, Aura and LWC component
Notifications not sended to the delegate approver
Hi Sreekant, I have created an approval process in dev org and logged in employee and sent leave request for approval..but the request is not coming to manager? can you plz explain
Very detailed explanation considering all the possible scenarios, very easy to learn and understand. Thank you. Please do more videos considering real-time scenarios
How to add approver from another custom object? Like i have to objects with master detail relationship. Like if new project is created it should be approved from client which is another custom object and email i want to send to client manager whose email address is in client object fields how to assign that person as approver?
alinaa just call and inform scot whether his leave is approved or rejected and save admin time
If I choose automatically assign to queue then can I choose as per my required user?
I got an error like manager field is empty but I assign user for manager role .please help me
how do create that submit for approval button sir,I tried default page button using administrator link but it seems not working ,and also in approval process page I tried to click activate button it's does not move to active status ,it's remain in inactive status, anyone kindly help me out
Hii bro tq soo much small doubt... In process bulider how to add criteria like emulti step approvals
Excellent Video Shrikant
I want approvers can see the approval request on chatter feed i.e they can approve or reject request from chatter. I've enabled Allow for approvals under chatter setting and also changed users chatter setting too, enabled feed tracking for the object. Also, I've created a Post template in order to show fields on chatter for approval requests. I'm able to see the approve and reject button in classic on chatter feed but not in lightning. Even not the fields on lightning in chatter feed which I'd set through post template. Any suggestion ???
Hi Abhi ,while creating chatter email setting it may ask logo, I there is an lookup option with empty thing ,I can't able to select any logo ..do u know how to select logo ..pls revert me back
Superb Explanation .Thank you so much, for covering all the scenarios in detail .
hi Sir, How you configure submit for approval button in the page layout , Please let me know.
If i logged in as other user like employee its not showing me the leave request object whr can i find it.
These videos are the best, please try to create a sequence of videos where we can follow one by one...like a playlist for Admin topic and Developer Topic.. that will help us more....Your Teaching skills and videos are simply super......
Have considered your suggestion and created playlists accordingly. Thank you Sagar.
best tutorials ever thanks man do more
If in a team scenario one rejected as seen from the last scenario and another one seen as “no response” then he can also approved or not??@Salesforce Exclusive?
I love the way you teach the topics could you please do some videos on integration
Thank you! Added in to my bucket list.
Could you please do some videos on lighting components.
Hi Ravi, Planning for the same,It might take a little while, as i have few other topics to upload before lightning.
can we remove edit button after we submit items for approval for users not for admin?
we can't create those many users in developer edition?
Superb Explanation.Can you make videos on Apex ,Visualforce pages and Trigger Concepts
When I click submit for approy button it showing an error "No applicable approval process was found"
Hi, were you able to rectify that?
Hi your videos are great. Thank you so much for the details. I have a question about how you are showing Approver's name at the top and the staus. Can you please let us know how you can do this. Thanks
Hi, Can I email you with some queries, I am looking do mass email based on a report output. For example if I am running an outstanding balances which comes from a custom object, and has Email as field in it as well. Can I use the report and send mass email to contact in that report. Report has Name, Business Name, Amount owe.... Please let me know if this is possible. I remember you have mentioned that it was possible thru flows.
Hi sreekanth,I have a problem in Approval process. When i send an approval from one user to the another user,it will show a notification to the approver. But the problem is,the third user is able to fetch those approval records,from the related tab and can do Approve/reject/reassign/recall. Is this a problem in my org/its a bug?
Try this once?
Hi Srikanth, hope you will give me the reply I have built an approval process which is not going to my manager rather it is approved by myself(not auto approved condition is satisfied), I set all the components properly, could you help me
Absolutely marvelous !!!!
How to create that button (Submit for approval)