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          Set Up Manager Approval for IT Services

          Set Up Manager Approval for IT Services

          Certain employee requests raised in the self-service portal need manager approvals. Streamline this decision-making process by configuring manager approvals. Use a structured approval system to make sure that all case actions adhere to your company’s policies and enhance accountability.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

          Create an Identify Manager subflow and the Approve Case Request record-triggered approval orchestration for manager approvals. For detailed configuration and setup steps, see Manager Approvals Setup.

           
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          Salesforce Help | Article