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Automate Your Business Processes
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            Classic Approval Processes User Preferences

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            Classic Approval Processes User Preferences

            Identify a delegated approver and control whether you receive approval request emails.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.

            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.

            Field Description
            Delegated Approver

            Your alternate approver. If populated, this user receives the same approval requests as you do. Delegated approvers can't reassign approval requests; they can only approve or reject approval requests.

            Internal Salesforce users are listed by and can be added using the Delegated Approver lookup field. Use Data Loader and a comma-delineated (CSV) file to add users with communities licenses as Delegated Approvers. The CSV uses the CommunityUserId rather than the UserId for DelegatedApproverId. Communities licenses are used with Experience Cloud sites and legacy portals.
            Manager Depending on how your admin sets up classic approval processes, requests for approval can automatically be routed to your manager.
            Receive Approval Request Emails

            Controls whether you receive approval request notifications by email, in the Salesforce mobile app, or in Lightning Experience.

            If you select Never, you don’t receive approval request notifications. However, you still receive approval request emails from a queue, depending on how your admin configured the queue email.

            See Also

             
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