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Approval Requests from Classic Approval Processes for Users
Your admin can set up classic approval processes that let you and other users submit records for approval, which results in 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.
- Submit a Record for Approval Using a Classic Approval Process
Depending on your org’s customizations, you can submit a record for approval directly from that record. - Withdraw a Approval Request That Uses a Classic Approval Process
If you submitted a record for approval but suddenly must update information in the record, recall the approval request. However, whether you can recall an approval request depends on how your admin configured the classic approval process that the record was submitted to. - 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. - What Does This Approvals Error from a Classic Approval Process Mean?
Here are some errors that you can come across when you submit a record for approval or respond to an approval request. - Classic Approval Process History Status
To track where a record is in a classic approval process, view its Approval History related list. - Classic Approval Processes User Preferences
Identify a delegated approver and control whether you receive approval request emails.
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