If users move to a new role before they complete all their pending approval requests, transfer the remainder to another user.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To transfer multiple approval requests: |
Transfer Leads AND Transfer Record |
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.
- From Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.
- Search for the approval requests to transfer.
- Select Mass transfer outstanding approval requests to a new user.
-
Look up and select the user to transfer the requests to.
Make sure that the user can view the records that are associated with the approval requests.
-
Add comments.
The comments you enter display on the Approval History related list.
- Select each approval request that you want to transfer.
- Click Transfer.