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            Respond to an Approval Request from a Classic Approval Process

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            Respond to an Approval Request from a Classic Approval Process

            When you receive an approval request, respond to it by approving, rejecting, or reassigning it. Depending on which Salesforce experience you’re using, you have different options. Approval request comments are limited to 4,000 characters. In Chinese, Japanese, or Korean, the limit is 1,333 characters.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To respond to an approval request from within Salesforce: Read on the associated record
            To respond to an approval request from an email: API Enabled
            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.
            Respond from... Lightning Experience Salesforce Classic The Salesforce Mobile App
            An in-app notification check icon indicating true   check icon indicating true
            An email notification check icon indicating true check icon indicating true check icon indicating true
            The record check icon indicating true check icon indicating true check icon indicating true
            Chatter check icon indicating true check icon indicating true check icon indicating true
            Home check icon indicating true check icon indicating true  
            Slack check icon indicating true   check icon indicating true

            In-App Notification

            Depends on the Receive Approval Request Emails field in your approver preferences. If notifications are enabled for your org, you receive a notification whenever you receive an approval request email.

            • Respond from the notification if your admin enabled actionable notifications.
            • To open the approval request, click the notification.

            Email Notification

            Depends on the Receive Approval Request Emails field in your approver preferences.

            • To open the approval request, click the link in the email.
            • Reply to the email if your admin enabled email approval response.

            Record

            Respond from the Approval History related list.

            Chatter

            Depends on if your admin has enabled Approvals in Chatter and you haven’t opted out of receiving approval requests through Chatter posts.

            • Respond from the post if your admin enabled actionable notifications.
            • Click the name of the record, then respond from the Approval History related list.

            Home

            Depends on if your admin added the Items to Approve component to your home page. From the Home tab, respond from the Items to Approve component.

            Tip
            Tip From this component in Salesforce Classic, you can respond to multiple requests at once.

            Slack

            Slack notifications are enabled by default. If your admin hasn't disabled Slack notifications, an approver can respond to a request from the Messages tab on the Salesforce Digital HQ app in Slack. A Show More link opens the details of the approval request in Salesforce.

            See Also

             
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