How to Submit for Approval using Process Builder?

Submit for Approval : If we have exiting Approval process for any opportunity or any other object then we can execute automatically using Process Builder.

Note: Create approval process as per your requirement. Here we create if “Opportunity Stage = Negotiation/Review” and “Amount > 100”.

Let’s create setup

• Click Setup
• Search Process Builder
• Click New
• Process Name: Opportunity Submit for Approval
• The process starts when: A record changes

• Click Save
• Select Object: Opportunity
• Start the process: when a record is created or edited
• Because we need to execute when stage is change

• Click Save

• Write Criteria Name
• Set Conditions: We have below conditions
• Stage = Negotiation/Review
• Amount > 100
• Select Do you want to execute the actions only when specified changes are made to the record? : Yes
• Click Save

• Click Add Action
• Select Action Type: Submit for Approval
• Action Name: Opportunity Approval
• Approval Process: Select your existing Approval Process
• Click Save

• Click Active

• Above screen you can see it’s automatically summited for approval when condition matched.

Originally published at salesforcearticle.com on August 21, 2018.