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Manage Your Quotes with CPQ
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            Delegate Approvers

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            Delegate Approvers

            Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. Only users can be delegated approvers; a group can’t be a delegated approver. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later
            1. In the Delegated Approver field, enter the user record of the user you want to delegate.
            2. Specify the delegation period in the Delegate Start and Delegate End fields.
              These fields are required. The period begins at 12:00 AM on the delegate start date and ends at 11:59 PM on the delegate end date.

            If the delegated approver hasn’t worked with Advanced Approvals before, make sure you configure Salesforce to give the approver the required permissions to view approvals. After you set up the delegated approver, make sure that they have the Approve and Reject buttons on the approval objects page layout and that they have permissions to approve or reject an approval.

            See Also

             
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