Delegate Approvers in Salesforce

This is very often that the Sales manager or director is out of the office and due to their absence, there are many approvals fall in the pending queue. As a result, this impacts the Sales cycle and business. Thanks to Salesforce! After reading this post, this problem will be fixed by using the power of delegation. In the absence of the Sales Manager, the delegated user can approve or reject the approvals assigned to the Sales Manager.

Fasten your seat belt and ready to learn the power of delegation in Salesforce.

Step 1: The existing approval process should have the option enabled for the delegation, refer the below screenshot.

Step 2: Set the Delegated approver (the user who can Approve/Reject the records in the absence of Actual Approver) by selecting the Approver in the Delegated Approver field on the user detail page.

Set your preference for receiving approval request emails. The options are:

• If I am an approver or delegated approver
• Only if I am an approver
• Only if I am a delegated approver
• Never—If you select this option, you won't receive any approval request emails, even if your organization has email approval response enabled. However, if the assignee of an approval step is a queue, selecting Never may not block all approval request emails, depending on the queue settings.

When an approval request email is sent to the assigned approver, the delegated approver also receives an email notification that there is an approval request to review. Delegated approvers can't reassign approval requests; they can only approve or reject approval requests.

Delegate Approvers can also approve/reject via an email.