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            Identify Assigned Approvers for an Approval Step in a Classic Approval Process

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            Identify Assigned Approvers for an Approval Step in a Classic Approval Process

            Specify who to send an approval request for this step to.

            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.
            Select Approver

            Specify who to assign the approval to.

            Let the submitter choose the approver manually. (default)
            Prompts the user to select the next approver.
            Automatically assign an approver using a standard or custom hierarchy field.
            Assigns the approval request to the user in the field displayed next to this option. You select this field when you configure the classic approval process.
            Automatically assign to a queue.
            Available only for objects that support queues. Assigns approval requests to a queue.
            Automatically assign to approver(s).
            Assigns the approval request to one or more specific users, specific queues, or users related to the submitted record. You can add up to 25 per step.
            When multiple approvers are selected:

            Available only when Automatically assign to approver(s) is selected.

            Approve or reject based on the first response.
            The first response to the approval request determines whether the record is approved or rejected.
            Require unanimous approval from all selected approvers.
            The record is approved only if everyone approves the request. If any approvers reject the request, the approval request is rejected.
            The approver’s delegate may also approve this request

            Users can identify a delegate in their approval settings. Delegated approvers can’t reassign approval requests; they can only approve or reject them.

            Internal Salesforce users are listed by and can be added using the Delegated Approver lookup field. Use Data Loader and a comma-delineated (CSV) file to add users with communities licenses as Delegated Approvers. The CSV uses the CommunityUserId rather than the UserId for DelegatedApproverId. Communities licenses are used with Experience Cloud sites and legacy portals.

            See Also

             
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