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Automate Your Business Processes with Salesforce Flow
Specify Who Can Submit Records to a Classic Approval Process

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Specify Who Can Submit Records to a Classic Approval Process

Only specified individuals or roles can submit a record for approval. You can also let submitters recall an approval request.

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.

Initial Submitters

Submitter Type Select a type or search to populate the Available Submitters list.
Allowed Submitters If the user who submits a record for approval isn’t included in this list, the record doesn’t enter this classic approval process—even if the record meets the entry criteria.

Page Layout Settings

Add the Submit for Approval button and Approval History related list to all Object page layouts

When selected, Salesforce adds the Submit for Approval button to the Standard Buttons and Approval History related list to the Related Lists for all page layouts for the object.

This setting is available only when you create a classic approval process. If the Standard Buttons for a layout haven’t been customized before, the Submit for Approval button isn’t added.

Submission Settings

Allow submitters to recall approval requests

If selected, submitters can recall their approval requests. If unselected, only admins can recall requests.

This option is useful for situations where things can change on the submitter’s side while waiting for an approval. For example, an opportunity could be lost after the user submits it for approval.
 
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