Submit a Record for Approval
- Go to the record that you want to submit for approval.
- Make sure it’s ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. If you’re not sure what the requirements are, ask your admin.
- Click Submit for Approval.If an approval process applies to the record, Salesforce begins the approval process. This button isn’t available after the record has been submitted.