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Approvals for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Approvals for Salesforce

Configuring Approvals for Custom Objects

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Adding Approval Status to Objects

After the picklists have been set for objects, it's time to set the object picklist field so that Approval Status is available on the object record.

To add a picklist field for approvals to objects

  1. Go to Build > Customize > {Object Name} > Fields.
  2. In the Custom Fields & Relationships section, click New.
  3. Select Picklist data type and click Next.
  4. On the Details page, enter the following to ensure approval statuses will be available for the custom object and click Next.


  5. Select which users will be able to see the picklist and click Next.
  6. Select which page layouts will include the picklist and click Save.
The Approval Status picklist is added to the Custom Fields & Relationships related list and the Approval_Status__c API is automatically added to the picklist.


Lookup Relationship with Approval Request Object

To have visibility on approval requests that are associated with the custom object in a related list or in Approval Center, you must create a lookup relationship between the approval request object and your custom object.

Administrator Guide
Conga
Salesforce
Approvals

February 11, 2025