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Automate Your Business Processes with Salesforce Flow
Transfer Pending Approval Requests for Classic Approval Processes

Transfer Pending Approval Requests for Classic Approval Processes

If users move to a new role before they complete all their pending approval requests, transfer the remainder to another user.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To transfer multiple approval requests:

Transfer Leads

AND

Transfer Record

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.
  1. From Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.
  2. Search for the approval requests to transfer.
  3. Select Mass transfer outstanding approval requests to a new user.
  4. Look up and select the user to transfer the requests to.
    Make sure that the user can view the records that are associated with the approval requests.
  5. Add comments.
    The comments you enter display on the Approval History related list.
  6. Select each approval request that you want to transfer.
  7. Click Transfer.
 
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