---
schema_version: "1"
id: 2edacdc335156cb489415852ba7063389e63f50e8b770c76bc6133f18ee06574
title: Smart Approvals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/approvals_smart_approvals.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.approvals_smart_approvals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 23643e9306a95c8c6daa1531c16ad3db83f0a469668e18ed23f69748f8e79a3d
description: To eliminate approval bottlenecks, Smart Approvals routes requests by auto-approving pre-qualified data changes and not reviewing unchanged data. When a record is resubmitted for approval, Smart Approvals compares the new conditions against the previous submission. If the values remain within the defined range, it skips re-approval.
products:
  - Revenue Cloud
release: "264"
---
# Smart Approvals

To eliminate approval bottlenecks, Smart Approvals routes requests by auto-approving pre-qualified data changes and not reviewing unchanged data. When a record is resubmitted for approval, Smart Approvals compares the new conditions against the previous submission. If the values remain within the defined range, it skips re-approval.

### 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>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d171988e67">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d171988e67 ">To turn on smart approvals:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d171988e67 ">
            <p>Approval Designer</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Manage Flow</p>
          </td>

        </tr>
      </tbody>
    </table>

Before we introduce the steps to be followed to implement Smart Approvals, familiarize yourself with how to [create an approval flow](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_build.htm&language=en_US).

Review these considerations for how smart approvals work for different step entry conditions in your flow.

 
| APPROVAL step entry condition | smart approval considerations |
| --- | --- |
| When the stage starts, the step starts | If the approval stage that contains the step has a decision element before it, the smart approval evaluation fails. |
| When another step is marked Complete, the step starts | None. |
| When the specified requirements are met, the step starts | You can specify up to 30 conditions. Apex and Record data types aren’t eligible for smart approval evaluation. |
| When the specified evaluation flow returns True, the step starts | Not eligible for smart approval evaluation. |

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_example.png)

Example A company uses Smart Approvals for its multistep discount workflow. John can approve discounts up to 40%, James approves 41–50%, and the CFO, Jenny, must approve anything over 50%. A sales rep submits a quote with a 55% discount. After John and James approve the quote, Jenny rejects it and asks for a lower discount. The rep adjusts the quote to 52% and resubmits. Instead of restarting the entire process, Smart Approvals compares the new submission to the previous one and sees that John and James’s conditions are still met, so it routes the request only to Jenny for the final sign-off. This process eliminates redundant approvals.

- **[Turn On Smart Approvals](https://help.salesforce.com/s/articleView?id=ind.approvals_turn_on_smart_approvals.htm&release=264.0.0&type=5)**  
    To skip reviewing previously approved steps in an approval resubmission, turn on Smart Approvals.