Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Specify Who Can Submit Records to a Classic Approval Process

          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.

           
          Loading
          Salesforce Help | Article