- Click the Gear Icon | Setup | Quick Find box enter Approval process
- Find the approval process
- Deactivate this Approval Process
- Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.
- Then use the "Delete" link for Step 2 before activating that process.
- Once you are sure that the approval is completed activate it again.
How to delete active approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin. Thanks for contributing an answer to Salesforce Stack Exchange!
What should I do before deleting an approval process?
Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
How do I add or modify approval steps after the approval process?
Administrators are unable to add or modify approval steps after the approval process is activated. This is the expected behavior for the approval process. Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes. Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.
How to DELETE DML on approval process?
We can not apply Delete DML on Approval process. So to do the same we need to abort it's processinstance. so if you need to delete Approval process under any record just query like this Please let me know in case of further query.
Can you delete approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
How do I delete approval history in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items...
Can we edit approval process in Salesforce?
After an approval process is activated, you can't add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
Can we remove reassign button from approval process Salesforce?
There is no option to remove the reassign link for the approval section.
How do you delete approval history on a team?
There is currently no way to delete the Approvals history in the Teams Approval App. Your only possibility would be to find the records in the Approvals table in Dataverse and delete them there.
How do I delete inactive approval in Salesforce?
To remove or add an Approval Step in Lightning: Click the Gear Icon | Setup | Quick Find box enter Approval process. Find the approval process. Deactivate this Approval Process.
How do I add a new step to an existing approval process?
You can add steps to an approval process only if it is inactive. From the approval process, click New Approval Step, and follow the wizard. Steps are executed in the order specified. Control which records are part of the approval step by setting the step's criteria.
What is approval steps 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.
How many approval steps Salesforce?
Required EditionsPer-Org LimitValueActive approval processes1,000Total approval processes2,000Active approval processes per object300Total approval processes per object5007 more rows
How do I reassign an approver in Salesforce?
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.
Who can recall approval process Salesforce?
Currently, if you allow an approval request to be recalled, only the person who submitted the approval request or an admin can do the recall.