Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Transfer Pending Approval Requests for Classic Approval Processes

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business 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.

            See Also

             
            Loading
            Salesforce Help | Article