Frequently Asked Questions

common questions and answers about approvals pro general questions what is approvals pro? approvals pro is a salesforce managed package that provides advanced approval workflow capabilities beyond standard salesforce approvals it offers multi path parallel approvals, dynamic approver routing, approval matrices, smart approvals, and more how is approvals pro different from standard salesforce approvals? feature standard approvals approvals pro parallel paths no yes dynamic approver lookup limited extensive approval matrices no yes line item evaluation no yes smart approvals no yes resubmit with memory no yes ad hoc approvers no yes delegation management basic advanced which salesforce editions support approvals pro? approvals pro is compatible with enterprise edition unlimited edition performance edition what objects can use approvals pro? approvals pro can be configured for any standard or custom salesforce object common use cases include quote opportunity order contract custom objects configuration questions can i have multiple approval processes for the same object? yes you can create multiple processes for the same object the process order field determines which process runs when multiple processes match a record's criteria the process with the lowest process order value runs can one record trigger multiple approval processes? no, only one approval process runs per submission use multiple paths within a single process if you need parallel approval streams how do parallel paths work? paths without dependencies run simultaneously each path can have its own entry criteria and approval steps all active paths must complete (or be skipped) for the overall process to complete what happens if an approver lookup returns null? if an approver cannot be found the system sends a conflict approver email (if configured) an administrator must manually assign an approver the approval will remain pending recommendation configure fallback handling in your lookup formulas can i use formulas in entry criteria? yes, you can reference formula fields in clause conditions for complex calculations across child records, use variables and aggregation conditions instead user questions how do i know if i have pending approvals? check the your pending record list component on your home page you'll also receive email notifications for new approvals (if configured by your admin) can i approve on behalf of someone else? only if the approver has delegated to you you're part of a group approver the approval has been reassigned to you what happens when i'm on vacation? set up a delegation click my delegations select a delegate user set the start and end dates your approvals will route to your delegate during this period can i undo an approval? generally, no once approved, the decision is final contact your administrator if there's an urgent need to reverse an approval why can't i edit a record after submitting? records may be locked during the approval process to prevent changes that would affect the approval decision you can recall the submission to make changes make edits and resubmit approver questions what's the difference between approve, reject, and reassign? action result approve your approval is recorded; process continues to next step/path reject process is rejected; submitter is notified reassign approval is transferred to another user when should i use reassign vs add approver? action use when reassign you're not the right person; transfer entirely add approver you want additional input but will still approve/reject what does "unanimous approval" mean? when a step is configured for unanimous approval all assigned approvers must approve if any approver rejects, the step is rejected all approvers must respond before the step completes can i see why i received this approval? yes, check the approval reason field in the approval notification or approval history component this shows what triggered the approval (e g , "discount exceeds 20%") process questions how do tiered approvals work? tiered approvals use multiple steps with progressive entry criteria step 1 discount > 10% → manager step 2 discount > 20% → director step 3 discount > 30% → vp each step only triggers if its criteria are met use "skip if not applicable" to continue past steps that don't apply what's the difference between path and step dependencies? dependency type behavior path depends on entire path waits for another path to complete step depends on step waits for another step in the same path can a rejected record be resubmitted? yes, if allow to resubmit is enabled on the process the submitter can make requested corrections click resubmit a new approval request is created what is "remember approval decision"? smart approvals feature that caches prior approval decisions when resubmitting if criteria values improved (e g , discount decreased), prior approval is honored if criteria values worsened (e g , discount increased), re approval is required matrix questions when should i use a matrix vs multiple steps? use matrix when use multiple steps when two dimensional criteria linear escalation many approval variations simple thresholds grid like approval rules step dependencies needed how are matrix rows and columns evaluated? rows are evaluated top to bottom; columns are evaluated left to right the first matching row and first matching column determine the cell place more specific conditions before broader ones can a matrix cell have multiple approvers? yes, each cell can contain multiple approvers with a resolution setting (first approval, unanimous, etc ) technical questions what permissions are needed? permission set for approvalspro admin user administrators approvalspro approver user approvers approvalspro submitter user submitters can approvals pro be used in flows? yes, approvals pro provides invocable actions for submitting records approving/rejecting reassigning approvals recalling submissions how do i deploy between environments? include these metadata types in your change set all appro custom objects related records (deactivate before moving, reactivate after) update user/group ids for target environment does approvals pro support lightning and classic? yes, approvals pro works in both lightning experience and salesforce classic lightning components provide the best user experience troubleshooting questions why isn't my process triggering? common causes process is not active entry criteria not met another process has higher priority (lower process order) object mismatch why did the approval go to the wrong person? check approver lookup path user's manager field population matrix cell configuration step entry criteria why are emails not being sent? verify email templates are configured on the process user email addresses are valid organization wide email settings spam folder filters best practices what are the recommended approval thresholds? this varies by organization, but typical patterns 3 4 discount tiers (e g , 10%, 20%, 30%) 3 4 deal size tiers (e g , $50k, $100k, $250k) combine for matrix (fewer total combinations) how many approval levels should i have? recommendation 4 5 levels maximum more levels create longer cycle times approval fatigue bottlenecks should i use groups or roles for approvers? use groups when use roles when first available approval role hierarchy matters team based review specific authority level flexible membership standard organization structure getting more help where can i find more documentation? overview section getting started guides use cases scenario based tutorials configuration reference detailed settings troubleshooting guide docid\ sgpxdyp dpg9a9uanwlis issue resolution how do i contact support? contact nue support through your standard support channels with detailed issue description steps to reproduce relevant record ids debug logs (if available) didn't find your answer? check the troubleshooting guide docid\ sgpxdyp dpg9a9uanwlis or contact nue support