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.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To submit a tactic for approval: |
Marketing Planning and Operations Leader permission set group OR Marketing Planning and Operations Specialist permission set group |
Your Salesforce admin sets up Advanced Approvals before you can submit a tactic for approval. Approval is a separate check from compliance review. It routes the tactic to a reviewer for sign-off.
- On a marketing tactic, click Submit for Approval or Recall from the highlights panel.
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Enter any submission comments and submit.
The tactic routes for approval and stays locked while approval is pending.
If you don't have a manager assigned, you get a notification. Ask your Salesforce admin to set your manager.
- To pull back a request that's still pending, open the tactic and click Submit for Approval or Recall again.
The tactic's Approvals tab shows a read-only approval history. Approvers act on the request from the My Approvals card. To learn how approvers respond, see Track Your Approvals.