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 ...
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.
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.
Should I enable salesforce app notifications for approvals?
If you enable notifications in the Salesforce app, keep in mind that approvers may view this list of fields on a mobile device. Select only the fields necessary for users to decide whether to approve or reject records. Salesforce app notifications for approval requests aren’t sent to queues.
How do I Choose an approver for approval requests?
You can specify an approver based on a formula or criteria. For example, you want the approver to be the regional manager related to a sales rep’s opportunity. If the regional manager changes, the new manager is referenced. Choose a user to receive another user’s approval requests over a predefined time period.
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...
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 an approver in Salesforce?
Delegate ApproversIn 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.
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 can you specify someone as your default approver?
Select the radio button for the approval manager you want to forward your approved transaction to. 6. If desired, select the Set selection as your default approver check box to make the selected person your default approval manager. 7.
What is approver settings Salesforce?
Approval processes that let users select an approver manually also let users select themselves as the approver. You can assign an approval request to the same user multiple times in a single step. However, Salesforce sends the user only one request.
Can a delegated approver can reassign approval requests?
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 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.
How do I assign a manager to approval in Salesforce?
Enable Approval SettingsFrom Setup, enter Users in the Quick Find box and select Users.Select your user account in the list provided. (Click on your name in the All Users list.)Click Edit.Scroll down to Approver Settings. Set your manager as Eric Executive by clicking. ... Click Save.
How do I create a custom approval process in Salesforce?
CategoriesStep #1: Map Your Approval Process.Step #2: Create a Custom Object and Custom Fields.Step #3: Create An Email Template to Notify Managers of Request.Step #4: Create the Custom Salesforce Approval Process.
How many approvers in approval process we can have?
Required EditionsPer-Org LimitValueTotal approval processes per object500Steps per approval process30Approvers per step25Initial submission actions per approval process 2407 more rows