Give your users an instant view of their approval requests from classic approval processes by customizing the Home page or navigation bar.
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.
Lightning Experience:
- Add the Items to Approve component to the appropriate Lightning Home pages.
This component is available only for Home pages. To add it to a Home page, use the Lightning App Builder in Setup.
- Add the Approval Requests navigation item to the appropriate Lightning apps.
This item is available only for Lightning apps. To add it to a Lightning app, use the App Manager in Setup.
Salesforce mobile app:
Add the Approvals item to the navigation items of any Lightning app.
Salesforce Classic:
Add the Items to Approve related list to the appropriate home page layouts.