Build an Approval Process

Use Cases:

Automation(Flows)

Prompt

Create an approval process for Opportunities over $50,000 that requires the record owner's manager to approve before moving to Closed Won.

Related use cases

Multi-step

Auto-Create Renewal Opportunities

Generate next-year renewals on every Closed Won.

“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

Block Backward Stage Changes

Stop reps from moving opps backward — except admins.

“Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”

Set Up an Email Alert

Create an alert that fires on any Salesforce event.

“Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.”