When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process. We can also restrict the approval process for specific users by setting an appropriate value on their user record.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify that a record owner's manager is to be set as the approver for the record. To restrict the approval process for specific users you can specify that, say, only the sales team is to submit opportunity reviews.

In this recipe, we will edit a user record and set the value of the Manager field to an individual who will receive approval notification emails. We will also set the value of the Department field to Sales, which is used as one of the criteria that triggers the approval process.

The sales user setting is entered in the standard Department field and the manager is set using the standard Manager lookup field. These are both set using the following steps.