Salesforce Mobile App: How to Submit and Manage Approval Requests

 

Users can submit records for approval from the Salesforce Mobile App. The Submit for Approval button appears in the Action Bar of a record when both of the following conditions are met:

• There is an active Approval Process configured for the object.
• The record's page layout includes the Submit for Approval button.

 

Users cannot manually select approvers in the Salesforce Mobile App. If an Approval Process requires manual approver selection, the user must log in to the full Salesforce site (Lightning Experience or Classic) to submit the record.

 

Approving or Rejecting a Request

 

• Notifications appear as both in-app and Push Notifications.
• Tap the notification or navigate to Approval Requests in the navigation menu to view the request.
• You can also pin Items to Approve as a list in Mobile Home for quick access.
• Approved or rejected requests can include optional comments.

 

Limitations:

• There is currently no option to reassign an approval request in the mobile app.
• Notifications for approval requests are not sent to queues.
• Notifications are sent only to approvers who have access to the record being approved. Approvers without record access can still receive email notifications but cannot complete the approval in the mobile app unless record access is granted.
• Individual users can opt in or out of approval request notifications via the Receive Approval Request Emails field on their User record.
• After approving or rejecting, you may need to manually refresh the record to see the updated approval status.