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Permissions for Advanced Approval Actions
If you don't want to assign a user the full Advanced Approvals Admin or Advanced Approvals User permission sets, you can instead assign permissions for individual Advanced Approvals actions. (Salesforce CPQ Managed Package)
The "[Object being approved]" item reviews to the object that the sales rep originally submitted as part of the approval process, such as an opportunity or quote.
| Action | Create | Read | Update | Delete | Notes |
|---|---|---|---|---|---|
| Submit Approval |
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|
|
None | — |
| Recall Approval | None |
|
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None | — |
| Preview Approval |
|
|
|
None | — |
| Reassign Approval | None |
|
|
None | — |
| Approve or Reject Approval |
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None | To approve or reject an approval request, you also need the Edit permission on these fields on the Approvals object:
These users can approve or reject an approval request on behalf of another user:
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