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Considerations for Advanced Approval Delegations

Considerations for Advanced Approval Delegations

Keep these considerations in mind when working with approval delegation.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled
  • A delegate user must be active. Inactive users can't be set as delegate users.
  • When delegating to a queue or group, the queue or group must have at least 1 member.
  • A reviewer can't delegate to themselves.
  • Delegates receive email notifications when approval work items are assigned or reassigned. Slack notifications aren't sent to delegates.
  • Approval Delegation records can't be deleted. To end a delegation early, update the end date.
  • Delegations for the same approver can't overlap in date ranges.
 
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Salesforce Help | Article