Submitter Guide

this guide is for sales representatives and other users who submit records (quotes, opportunities, orders) for approval overview as a submitter, you're responsible for preparing records with complete and accurate information submitting records when they're ready for approval monitoring approval status responding to feedback or rejection reasons resubmitting after making requested changes submitting a record for approval step 1 ensure record is ready before submitting, verify all required fields are populated pricing is correct and validated discount amounts are within guidelines (or justified) customer information is accurate products/line items are complete any supporting documents are attached step 2 click submit for approval open the record (quote, opportunity, etc ) locate the submit for approval button click the button step 3 review submission details a dialog may appear showing which approval process will run who will be notified expected approval steps click confirm to proceed step 4 confirmation after successful submission record status changes to pending record may become locked (not editable) approver(s) receive notification you receive confirmation email checking approval status using the approval history component on the record page, find the approval history component this shows current status (pending, approved, rejected) each approval step and its status who has approved/rejected comments from approvers timeline of actions understanding status icons icon/status meaning 🟡 pending waiting for approver action ✅ approved step/process approved ❌ rejected step/process rejected 🔄 reassigned sent to different approver ⏸️ recalled you withdrew the submission viewing pending approvals (for your records) go to your home page find the my submitted records section view all records you've submitted that are pending recalling a submission if you need to make changes to a pending record step 1 open the record navigate to the record that's pending approval step 2 click recall find the recall button in the approval component click recall enter a reason for recall (optional but recommended) confirm the action what happens after recall record status changes from pending to recalled record is unlocked (editable again) pending approvals are cancelled approvers are notified of the recall you can make changes and resubmit when to recall you discovered an error in pricing customer changed requirements additional products need to be added terms need modification you submitted to wrong approval process resubmitting after recall or rejection after a recall make necessary changes to the record save the record click submit for approval again a new approval request is created after a rejection review the rejection reason (in approval history) make requested corrections save the record click resubmit (if available) or submit for approval smart approvals if your organization has smart approvals enabled previously approved steps may be skipped on resubmit only changed criteria trigger re approval example if you reduced the discount, it may auto approve understanding why approval is required common approval triggers trigger typical threshold high discount >10%, >20%, >30% large deal amount >$50k, >$100k, >$250k non standard terms custom payment terms strategic account high value customers specific products enterprise/premium skus new customer first time purchase viewing approval reason the approval history shows why approval was required approval required discount exceeds 20% threshold this helps you understand what triggered the approval and prepare justification if needed communicating with approvers adding comments when submitting, you may be able to add comments explaining business justification for discount customer context competitive situation why terms are needed responding to approver questions if an approver requests more information you'll receive an email notification review the request in approval history reply via email or update the record the approver can then continue their review providing supporting documents attach relevant documents before submitting competitive pricing analysis customer correspondence legal review results roi calculations mobile approval submission using salesforce mobile open the salesforce mobile app navigate to the record tap the submit action confirm submission email quick actions some organizations enable email based submission receive email with submission link click link to open record complete submission best practices before submitting double check all information errors cause delays understand approval requirements know your thresholds add justification for exceptions explain non standard requests ensure completeness all line items, terms, conditions during approval monitor status check approval history regularly respond promptly answer approver questions quickly don't edit locked records use recall if changes needed after rejection read rejection reason carefully understand what to fix make thorough corrections address all issues add explanatory comments show you addressed concerns resubmit promptly keep deal momentum troubleshooting cannot submit issue possible cause solution button not visible missing permission contact admin for submitter permission set validation error required fields missing complete all required fields "record locked" already pending approval wait for completion or recall "no process found" object not configured contact admin submission failed issue possible cause solution "no approver found" manager field blank update your manager assignment "entry criteria not met" record doesn't qualify review approval requirements system error technical issue contact admin cannot recall issue possible cause solution button not visible recall not enabled contact admin "cannot recall" approval already complete submit new version instead faq q can i edit a record while it's pending approval? a usually no records are locked during approval you must recall first q how long do approvals typically take? a depends on your organization's slas check with your manager for expectations q can i see who will approve my record before submitting? a some organizations show this in the submission dialog otherwise, check approval history after submission q what if my approver is out of office? a approvers can set up delegates for when they're away the system handles this automatically q can i submit multiple records at once? a depending on configuration, you may be able to use list views or automation for bulk submission related guides quick start guide docid\ bwvkcrf7ysnsu7dvyjd8c getting started with approvals pro how it works docid\ cbczuafjsxkpsyc6m9y4a understanding the approval flow faq docid\ relcvm0ggisy7rghm2jml common questions need help? contact your salesforce administrator or check the troubleshooting guide docid\ sgpxdyp dpg9a9uanwlis