Advanced Approvals

Design tailored, multi-step approval workflows for any supported object, including quotes, orders, or custom objects. Configure both sequential and parallel approval chains to ensure all required authorizations are completed before a record progresses.

A centralized Approvals app enables reviewers and submitters to efficiently manage, track, and respond to approval requests. Built-in audit trails and real-time notifications provide clear visibility into approval status, improving transparency and helping records move forward without delays.

This functionality is powered by Flow Orchestration, which coordinates complex, multi-team workflows and supports defined steps, conditional logic, and pauses for user input. As a result, the same limitations and best practices that apply to Flow Orchestration also apply to Advanced Approvals.

• Begin Using Advanced Approvals
  To efficiently set up and manage your approval strategies, first configure the experience for your team by creating users and assigning permissions based on their persona. Once your users are prepared with the correct access, you must complete the recommended base configuration from the Approvals Settings page to activate the features.
• Customize Pages for Approvals
  Customize approval and related pages with Lightning components, related lists, and custom actions that help trigger, monitor, and review approvals.
• Design an Approval Workflow
  Approval workflows enable businesses to implement complex, multi-step approval rules and efficiently manage transaction compliance.
• Preview Approvals
  Review the steps, chains, and approvers for a record before you submit it. Preview Approvals evaluates the record's field values and simulates the approval steps triggered. During the preview, approval-related records aren’t created or modified.
• Approvals in Slack
  With Approvals in Slack, approvers can approve or reject requests and add comments without leaving Slack, while submitters receive real-time updates on their requests. Your Slack actions are saved to Salesforce, so approval data stays consistent across channels.
• Email Templates in Advanced Approvals
  In an approval workflow, a request passes through multiple stages and reviewers. To provide reviewers and submitters clear and contextual information in their emails, create custom email templates for different notification reasons.
• Advanced Approvals Considerations
  This topic details known limitations, system boundaries, and common troubleshooting scenarios for the Advanced Approvals feature.