Required Editions.
- In the Delegated Approver field, enter the user record of the user you want to delegate.
- Use the Delegate Start and Delegate End fields to define the delegation period. The period begins at 12:00 AM. on the delegate start date and ends at ...
- In the Delegated Approver field, enter the user record of the user you want to delegate.
- Use the Delegate Start and Delegate End fields to define the delegation period. The period begins at 12:00 AM. on the delegate start date and ends at 11:59 PM on the delegate end date.
How do I set up a delegated approver?
To make a delegated approver active, a few settings have to be set not only in your user settings, but also in the settings of the user who will be your delegated approver. Let’s start out with your settings. To reach the appropriate settings, you first have to go to your account Settings by clicking on your Avatar.
What is an approver in Salesforce?
The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group.
Can delegated approvers reassign approval requests?
Delegated approvers can't reassign approval requests. But, they can approve or reject approval requests. Having the "Record Editability" setting set to "Administrator OR Current Approver" does not apply to the delegated approver.
How do I set up an approval rule in Salesforce?
Define your field-level security, and then save your field. Go to your approval rule, and click Edit Layout. From Setup, enter Objects, and select Objects. Select Approval Rule, and then select Approval Field. In the Values list, click New.
How do I enable delegated approver in Salesforce?
Go to the delegate approver User's detail page and click on Edit. Change the Receive Approval Request Emails pick list to if I am an approver or delegated approver. This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which he is the delegated approver.
What is a delegated approver in Salesforce?
Delegated Approver is an alternate approver. This user receives the same approval requests as you do. Delegated approvers can't reassign approval requests. But, they can approve or reject approval requests.
How do I add an approver to Salesforce?
Select fields to display on the approval page layout.Select these fields from the Available Fields list. ... Click. ... Select Display approval history information in addition to the fields selected above.Select Allow approvers to access the approval page only from within the Salesforce application (Recommended).Click Next.More items...
Can a delegated approver reassign approval request in Salesforce?
Delegated approvers can't reassign approval requests; they can only approve or reject approval requests. Note Internal Salesforce users are listed by and can be added using the Delegated Approver lookup field.
How do I change the assigned approver in Salesforce?
The user has been populated in the approval's Assigned To field.From an approval record with a Requested status, click Reassign. Advanced Approvals shows the Reassign page.In Reassign To, provide the user record for the new user who approves the requested record.Click Reassign.
How do I delegate in Salesforce?
Specify who your Delegated Administrators will be. In the Delegated Administrators section click Add and select the Salesforce User....To set up a Delegated Administrator (DA)Click Setup | Administer | Security Controls | Delegated Administration.Create the group. ... Specify who your Delegated Administrators will be.More items...
Who can be an approver in Salesforce?
An approver record can represent either one user or a user group. An approver group is useful when you want to send approvals to every member of a related team.
How do I set up multiple approvers in Salesforce?
Multiple approvers for Approval process in SalesforceGo to Setup --> Create --> Workflow & Approvals --> Approval Processes.Select the object to create approval process.Click "Create New Approval Process" button and click "Use Standard Setup Wizard" link.Enter a name and description for your new approval process.More items...
How do I add approvers in approval process in Salesforce?
If you edit the Approval Step, and 'Next' until the Approvers screen, you can 'Automatically Assign Approvers' and 'Add Rows' to specify additional Approvers. I just checked and you can do this even for an 'Active' Approval Process.
How does approval process work in Salesforce?
Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
You, as the admin
In order for your users to be able to use the functionality of delegating their approvals to another user, it is your job, as the admin, to make sure that this option is enabled for the approval process at hand.
You, as the user
Once you know that your admin has done all the preparation, it is now your time to shine. To make a delegated approver active, a few settings have to be set not only in your user settings, but also in the settings of the user who will be your delegated approver.
You, as the delegated approver
Now that you are set as somebodies delegated approver, we come to the most important setting of them all. Follow the steps above to get to the Approver Settings. Here it is crucial to set the notification settings, otherwise you will not be notified of any pending approvals.