Loading
Prepare for Email to Become the Default Login ExperienceRead More
Agentforce and Einstein Generative AI
Revenue | Recall Approval Submission

Revenue | Recall Approval Submission

Recalls a submitted approval request, withdrawing it before a final decision. Use this when an in-progress approval needs to be canceled, such as when it was submitted in error, the record changed, or approval is no longer required. The user provides the approval submission name and may optionally add recall comments. The action returns a result summary and success indicator confirming whether the recall was completed.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on.

Action Details

API Name RecallApprovalSubmission
Reference Action Type Flow
Reference Action RecallAppvlSbms
Does this action execute one or more prompt templates? Yes
Required Setup

Set Up Agentforce for Revenue Cloud

Input

  • Approval Submission Name: The auto-generated name of the approval submission record.
  • Comments: The comments provided by the user for recalling the approval submission. Optional

Output

  • Recall Result Summary: Stores the message notifying the user about the result of the recall action.

Guidelines and Considerations

  • Only the original submitter and approval admins will be able to recall the approval submission.
 
Loading
Salesforce Help | Article