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VSK98VSK98 

I need solution for step by step approval process

Hi,

I am very new to the concept of process builder......My requirement is , once customer apply for loan.......he need to get approval from 3 managers like if he get approval from manager1 then the records goes to manager2 then the manager2 makes approval and the record goes to manager3.....

For suppose if any manager is rejected the loan is invalid.........

Please explain is it possible with process builder
Ketankumar PatelKetankumar Patel
You don't need process builder to create approval process. you can only automate approval process submission using process builder. 
  1. You still need to create step by step approval process on your loan object. (Go Setup --> Create --> Workflow & Approvals --> Approval Processes select your object from dropdown and create approval process.
  2. Using process builder you can automate this approval to auto submit so use don't have to click "Submit for Approval". 
Salesforce youtube video for approval process  : https://www.youtube.com/watch?v=0u3L8JIJjbE 
Andrew Dempsey 3Andrew Dempsey 3
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