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Prepare Your Org for Classic Approval Processes
Make sure that your users can submit their records for approval using classic approval processes, and consider how you can make it easy for approvers to respond to approval requests.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
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.
- Let Users Submit for Approval with Classic Approval Processes
After you activate a classic approval process for an object, customize the object’s page layouts to support record submission. - Override the Sender for Email Approval Notifications from Classic Approval Processes
By default, the sender for email approval notifications is the user who submitted the record for approval using a classic approval process. You can override the sender with an organization-wide address, like approval@acmewireless.com. - Let Users Respond to Classic Approval Process Requests from Your Org
Give your users an instant view of their approval requests from classic approval processes by customizing the Home page or navigation bar. - Let Users Respond to Approval Requests from Classic Approval Processes by Email
If the email notification includes all the information that an approver needs to make a decision, enable email approval response. That way, a user can simply reply to the email notification. - Let Users Respond to Classic Approval Process Requests from Chatter
If your users don’t need in-depth information to decide how to respond to an approval request, enable Approvals in Chatter. That way, they don’t have to leave their feed to continue with their day-to-day tasks. - Let Users Respond to Approvals Requests from Classic Approval Processes in Slack
If your users don’t need in-depth information to decide how to respond to an approval request, and they have a connection to Slack, enable Approvals in Slack. That way, a user can simply respond to the Slack notification.
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