How to create manager and delegated approver report in Salesforce?
Salesforce: Manager and Delegated Approver report 1 Go to Setup | Create | Report Types 2 Click New Custom Report Type button 3 Select Primary Object = Users 4 Enter Label and Description 5 Store in Category = Administrative Report 6 Deployment Status = In Development or Deployed 7 Click Next and Save button More ...
What is a delegated approver?
Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. 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.
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.
What happens when an approval request is sent to a delegate?
When an approval request email is sent to the assigned approver, the delegated approver also receives an email notification that there is an approval request to review. Delegated approvers can't reassign approval requests; they can only approve or reject approval requests.
Where is 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 delegation approval?
Approval delegation is an optional feature that enables users with approval rights to temporarily delegate their approval authority to another qualified operator.
Can an approver reassign approval requests?
Delegated approvers can't reassign approval requests; they can only approve or reject approval requests.
What are the types of approval process in Salesforce?
Approval Process in Salesforce is an automated process that an organization uses to approve records in Salesforce. Records submitted for approval are approved by the users in the organization....Actions in the Approval Process:Initial Submission Actions: ... Final Approval Actions: ... Final Rejection Actions: ... Recall Actions:
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 set up an approver in Salesforce?
Select Approver Prompts the user to select the next approver. Automatically assign an approver using a standard or custom hierarchy field. Assigns the approval request to the user in the field displayed next to this option. You select this field when you configure the approval process.
What is ProcessInstanceWorkItem?
ProcessInstanceStep represents a step instance in an approval process (ProcessInstance) on which users has already acted and ProcessInstanceWorkItem represents a step instance in an approval process(ProcessInstance) on which is pending and users has to perform some action next on it.
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 reassign approval?
Reassign an approval to another person Hover your mouse over the approval you want to reassign, select the three dots > Reassign.
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
What is two step approval process in Salesforce?
On the second approval step "Automatically assign using the user field selected earlier. (Manager)" is selected. The problem is that the approval goes to the person's manager who approved in the first step. Not the Manager of the person who submitted the record to be approved.
What is the difference between workflow and approval process in Salesforce?
The major differences between workflow rules and approval processes in Salesforce lie not only in the purposes of their use but also in when and how they are triggered. As such, when a user manually presses the “Submit for approval” button on their request, the approval process activates.
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.
