---
schema_version: "1"
id: 8d25c5a5df54bccdd66a3c9fb790dcce83a206878cfd3811c2785b7528eaab6b
title: Approval Tracking in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_manage_approvals.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_manage_approvals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c34b6a1a09b03dff45aaadc76fd87c5afcc3d1f2fed35f27b934244e47533aaa
description: When you submit a program, campaign, or tactic for approval, it goes to an approver to review before it goes live. You can follow where each request stands from submission to decision, and act on the requests that others send you to approve.
products:
  - Marketing
release: "264"
---
# Approval Tracking in Marketing Planning and Operations

When you submit a program, campaign, or tactic for approval, it goes to an approver to review before it goes live. You can follow where each request stands from submission to decision, and act on the requests that others send you to approve.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

An approval sends a piece of marketing work to a person for sign-off before it goes live. It's a separate check from a compliance review. You submit a marketing program, campaign, or tactic, and an approver signs off before the work moves ahead.

## Who Approves Your Work

By default, your work goes to your manager for sign-off. If you don't have a manager, you get a notification when you submit, and the work can't route until your Salesforce admin sets your manager.

Your Salesforce admin can change how approvals route to fit your company's process, such as adding a legal team or more than one approver.

## Track a Request You Submitted

After you submit, the work stays locked while the approval is pending. To pull back a pending request, use the Submit for Approval or Recall quick action again on the work's highlights panel. The Approvals tab on the record shows a read-only history of the request.

## Approve Work Sent to You

When someone sends you work to approve, it appears in the My Approvals card on the home page of the Marketing Planning & Operations app. The card lists up to two of your pending requests, the oldest first, and shows a count of how many are waiting in total. Open an approval request from the card to review it and make a decision.

#### See Also

- [_Salesforce Help:_ Submit a Marketing Program for Approval](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_programs_submit_approval.htm&release=264.0.0&type=5 "Marketing managers submit a program for approval to route it to the right reviewers for sign-off before it goes live. They can recall a submission while it's still pending. While approval is pending, the program stays locked.")
- [_Salesforce Help:_ Submit a Campaign for Approval](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_campaigns_submit_approval.htm&release=264.0.0&type=5 "Campaign managers submit a campaign for approval to route it to an approver for sign-off before work goes ahead. They can recall a submission while it's still pending.")
- [_Salesforce Help:_ Submit a Marketing Tactic for Approval](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_tactics_submit_approval.htm&release=264.0.0&type=5 "Campaign and marketing managers submit a tactic for approval to route it to a reviewer for sign-off before it goes live. They can recall a submission while it's still pending.")
- [_Salesforce Help:_ Configure Approval Routing](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_approvals.htm&release=264.0.0&type=5 "An approval routes a piece of marketing work to a person for sign-off before it goes live, such as a marketing director approving a tactic. The marketing team can submit a campaign, marketing program, or marketing tactic for approval. An approval is separate from a compliance review.")