Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver. Optionally, enter your Manager. Set your preference for receiving approval request emails. This preference also affects whether you receive approval request notifications in Salesforce1.
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How do I set up delegated approval in Salesforce?
Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver. Optionally, enter your Manager. Set your preference for receiving approval request emails. This preference also affects whether you receive approval request notifications in Salesforce1.
How do I set up a delegated approver?
From your personal settings, enter Approver Settings in the Quick Find box, then select Approver Settings. No results? Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver.
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 is the difference between assigned and delegated approval request?
When an approval request email is sent, the assigned approver and delegated approver both receive an email notification about the approval request. Delegated approvers can’t reassign approval requests; they can only approve or reject approval requests. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I setup a delegated approver in Salesforce approval process?
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.
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.
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 delegated approver 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 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.
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.
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.
What tasks can a delegated administrator perform in Salesforce?
Delegated administrators can: Create and edit users in specified roles and all subordinate roles. User editing tasks include resetting passwords, setting quotas, creating default opportunity teams, and creating personal groups for those users. Unlock users.
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…
What are approval processes in Salesforce?
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Your org has a three-tier process for approving expenses.