Transfer multiple approval requests from one user to another or remove multiple approval requests from the classic approval process.
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.
- Transfer Pending Approval Requests for Classic Approval Processes
If users move to a new role before they complete all their pending approval requests, transfer the remainder to another user. - Remove Pending Approval Requests for Classic Approval Processes
If you want to clean up old approval requests—such as to delete a classic approval process—remove them from your Salesforce org. After approval requests are removed, the associated records are unlocked and removed from all classic approval processes, so they no longer appear on the approver’s list of pending approval requests.