---
schema_version: "1"
id: a13b40afa18cfecf3afc5bf5228eb1a4300895e556ee7ce4fed33be3d4dca546
title: Set Up Advanced Approvals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/approvals_set_up_advanced_approvals.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.approvals_set_up_advanced_approvals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2aed6587ebb7ec452cb871c107f7c563c0696f60ffa88d4a0a7a371e48836bb6
description: To use all Advanced Approvals features, you must first complete the recommended base configuration. The Approvals settings page is the central hub for managing your organization-wide settings. This setup is essential for your approval workflows to run effectively.
products:
  - Revenue Cloud
release: "264"
---
# Set Up Advanced Approvals

To use all Advanced Approvals features, you must first complete the recommended base configuration. The Approvals settings page is the central hub for managing your organization-wide settings. This setup is essential for your approval workflows to run effectively.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions where Advanced Approvals is enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d197905e71">User Permissions Needed</th>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d197905e71 ">To enable approval settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d197905e71 ">Customize Application</td>

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1. From Setup, find and select **Approval Settings**.
2. To automate flows, turn on these settings.
    - **Use Flow Approval Process**
    - **Use Advanced Approvals**
3. To manage email notifications as an administrator, turn on these settings.
    - **Send Approval Work Item Assignment Emails to Approvers**
    - **Send Approval Submission Status Email Notifications to Submitters**
4. Optionally, you can send flow approval work items by turning on the **Send approval work item emails only to queue members** option. By default, the work items are sent to queued members or delegates.
5. To let reviewers delegate their approval responsibilities to another user, group, or queue, turn on **Use Advanced Approval Delegation**.
6. To use [generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai.htm&language=en_US) to respond to approvals, turn on **Use Dynamic Approval Notifications**.
7. To allow approvers review approval items by replying to an email, you’ll need to make edits in the Process Automation Settings page.
    
    1. From Setup, find and select **Process Automation Settings**.
    2. Select **Enable email approval response**.
    3. Save your changes.
    
    ![Process Automation Settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/adv_approvals/approvals_process_automation_settings.png)