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            Classic Approval Process Considerations for the Salesforce Mobile App

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            Classic Approval Process Considerations for the Salesforce Mobile App

            Learn about the classic approval processes functionality in Lightning Experience on desktop that isn’t available or that works differently in the Salesforce mobile app.

            Required Editions

            Available in: 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.

            Approval Responses

            You can’t unlock a record that’s locked for approval.

            Salesforce Mobile App Notifications for Approval Requests

            • Notifications for approval requests aren’t sent to queues or delegates. For each approval step involving a queue, add individual users as assigned approvers, so those individuals can receive the approval request notifications in the mobile app. To have both queues and individual users as assigned approvers, select Automatically assign to approver(s) instead of Automatically assign to queue in the approval step.
            • Notifications for approval requests are sent only to users who have access to the record being approved. Assigned approvers who don’t have record access can receive email approval notifications, but they can’t complete the approval request until someone grants record access.

            Approvals in Chatter

            In the Salesforce mobile app, you can’t respond to approval requests from Chatter. To respond to approval requests, go to the Approvals navigation item.

            Approval Comments

            • The Salesforce mobile app prompts you for comments after you tap Approve or Reject.
            • The Approval History related list displays truncated comments. To see the full comment for a given approval instance, tap the instance, then tap Comments.

            Approval History Related List

            • The Approval History related list doesn’t include the Submit for Approval button.
            • When working with classic approval processes in Experience Cloud sites, role-based external users can see and take action from the Approval History related list, but they can’t submit requests for approval.
             
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            Salesforce Help | Article