Agentforce for Advanced Approval

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled

When sales reps, reviewers, and approval admins need to submit, review, or manage approval requests, Approval Agent gives them a conversational way to complete approval tasks without navigating multiple records or systems. Users can build custom topics to submit records for approval, track pending submissions, retrieve approval work items, generate AI-powered summaries and comments, and take action on decisions directly from Salesforce or Slack.

Approval Agent follows the approval workflows, routing rules, and approvers configured by your Salesforce admin. When a reviewer makes a decision, the agent syncs the outcome to the underlying approval record and confirms the action in the conversation.

Approval Agent is designed for users who participate in the approval lifecycle, such as:

• Sales reps who submit quotes and other records for approval and need to track or resubmit requests.

• Reviewers who need to retrieve approval work items, understand requests, and make approval decisions.

Use Approval Agent to:

• Give sales reps instant visibility across entities like Quotes, Cases, and other objects to quickly identify pending reviews and pinpoint exactly where each approval stands.

• Reduce context switching by letting users track, review, and manage approvals in the same conversation.

• Accelerate review cycles with AI-generated summaries and suggested approval comments.

• Keep approvals aligned with changing information by recalling and updating.

Approval Agent runs within your Salesforce org and uses your existing approval workflows, approvers, and routing rules. Reviewers can retrieve and review multiple work items and get AI-generated summaries with key record details and context. For quote approvals, they can also review quote line items before making a decision. The agent provides approve or reject actions and can suggest comments that reviewers can accept, edit, or replace. Decisions are synced to the underlying approval record and confirmed in the conversation.

• Subagent: Approval Management
  Manage approval work items and submissions by summarizing, approving, rejecting, or recalling requests, with optional comments.
• Subagent: Search Approval Record
  Filter and list approval work item or approval submission records based on related record type, date ranges, status, and assignee context.
• Subagent: Summarize Multiple Approval Work Items
  Filter approval work item records and summarize them in aggregate, providing per-record details so reviewers can quickly understand the context of each approval.