If your users don’t need in-depth information to decide how to respond to an approval request, enable Approvals in Chatter. That way, they don’t have to leave their feed to continue with their day-to-day tasks.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Try Flow
Approval Processes, a modern alternative to Classic Approval Processes. This new
feature provides a more flexible, user-friendly flow-based interface, and it can trigger on
record changes, supporting Apex extensibility and detailed logging for compliance and audit
trails. It supports dynamic routing based on data and business rules, unlike Classic Approval
Processes, which are tied to specific objects and offer limited support for processes by using
conditions. With Flow Approval Processes, you can monitor submitted records and quickly
identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like
Classic Approval Processes, Flow Approval Processes don’t consume automation credits or
orchestration runs.
- Prepare to Enable Classic Approval Processes in Chatter
Because Approvals in Chatter relies on both Chatter and the Classic Approval Processes feature, getting your org set up involves more than just turning on the feature. Before you enable Approvals in Chatter, understand the limitations and considerations for Approvals in Chatter and post templates. - Considerations for Classic Approval Processes in Chatter
Find out more about Approvals in Chatter, before you enable it. - Enable Classic Approval Processes in Chatter
If your organization has both Approvals and Chatter enabled, administrators can turn on Approvals in Chatter. Users then receive approval requests as posts in their Chatter feeds. - Where Do Approval Request Posts for Classic Approval Processes Appear?
When your org has Approvals in Chatter enabled, approval request posts appear in various Chatter feeds. To see the approval request post, you must have access to the approval record. - Chatter Post Templates for Approval Requests from Classic Approval Processes
Approval post templates for Chatter let you customize the information that is included in the approval request post when it displays in a Chatter feed.