--- schema_version: "1" id: 705d479f4c410261a55d6c29138622050404f88e33ab5dfe63d7ca6fe17908f4 title: Advanced Approvals collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/approvals_advanced_approvals.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.approvals_advanced_approvals.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3cec858bbbac656c6ebb4183c7f349752657de33e0281623bb1a4332156acba8 description: Advanced Approvals in Revenue Management (formerly Revenue Cloud) provides a streamlined platform to ensure complex business processes are consistent, compliant, and adhere to business policies. products: - Revenue Cloud release: "264" --- # Advanced Approvals Advanced Approvals in Revenue Management (formerly Revenue Cloud) provides a streamlined platform to ensure complex business processes are consistent, compliant, and adhere to business policies. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png) Note Revenue Cloud is now Revenue Management. You may see references to Revenue Cloud in Salesforce applications and documentation. Design tailored, multi-step approval workflows for any supported object, including quotes, orders, or custom objects. Configure both sequential and parallel approval chains to ensure all required authorizations are completed before a record progresses. A centralized Approvals app enables reviewers and submitters to efficiently manage, track, and respond to approval requests. Built-in audit trails and real-time notifications provide clear visibility into approval status, improving transparency and helping records move forward without delays. This functionality is powered by Flow Orchestration, which coordinates complex, multi-team workflows and supports defined steps, conditional logic, and pauses for user input. As a result, the same limitations and best practices that apply to Flow Orchestration also apply to Advanced Approvals. - **[Begin Using Advanced Approvals](https://help.salesforce.com/s/articleView?id=ind.approvals_manage_advanced_approvals.htm&release=264.0.0&type=5)** To efficiently set up and manage your approval strategies, first configure the experience for your team by creating users and assigning permissions based on their persona. Once your users are prepared with the correct access, you must complete the recommended base configuration from the Approvals Settings page to activate the features. - **[Customize Pages for Approvals](https://help.salesforce.com/s/articleView?id=ind.approvals_design_advanced_approvals.htm&release=264.0.0&type=5)** Customize approval and related pages with Lightning components, related lists, and custom actions that help trigger, monitor, and review approvals. - **[Design an Approval Workflow](https://help.salesforce.com/s/articleView?id=ind.approvals_building_blocks_of_advanced_approvals.htm&release=264.0.0&type=5)** Approval workflows enable businesses to implement complex, multi-step approval rules and efficiently manage transaction compliance. - **[Preview Approvals](https://help.salesforce.com/s/articleView?id=ind.approvals_preview_approvals.htm&release=264.0.0&type=5)** Review the steps, chains, and approvers for a record before you submit it. Preview Approvals evaluates the record's field values and simulates the approval steps triggered. During the preview, approval-related records aren’t created or modified. - **[Advanced Approval Delegation](https://help.salesforce.com/s/articleView?id=ind.approvals_approval_delegation.htm&release=264.0.0&type=5)** When a reviewer is unavailable, approval work items can stall a workflow. With Advanced Approval Delegation, reviewers redirect their approval responsibilities to another user, group, or queue for a set period or indefinitely. During an active delegation, delegates receive email notifications and review and act on approval work items on behalf of the original reviewer. - **[Approvals in Slack](https://help.salesforce.com/s/articleView?id=ind.approvals_slack.htm&release=264.0.0&type=5)** With Approvals in Slack, approvers can approve or reject requests and add comments without leaving Slack, while submitters receive real-time updates on their requests. Your Slack actions are saved to Salesforce, so approval data stays consistent across channels. - **[Email Templates in Advanced Approvals](https://help.salesforce.com/s/articleView?id=ind.approvals_email_templates.htm&release=264.0.0&type=5)** In an approval workflow, a request passes through multiple stages and reviewers. To provide reviewers and submitters clear and contextual information in their emails, create custom email templates for different notification reasons. - **[Advanced Approvals Considerations](https://help.salesforce.com/s/articleView?id=ind.approvals_advanced_approvals_considerations.htm&release=264.0.0&type=5)** This topic details known limitations, system boundaries, and common troubleshooting scenarios for the Advanced Approvals feature.