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Approval Management for Agentforce

See, summarize, approve, reject & reassign approvals —> all by chat.

Overview

  • 💬 List & summarize pending approvals by chat ⚡ Approve, reject, or reassign — one or many, instantly 🔒 Acts only as the logged-in user — no impersonation 🧩 Classic & Flow approvals, any object, zero code

Turn approval bottlenecks into a conversation. Approval Management for Agentforce packs a ready-built Approval Management topic and six Apex agent actions that give any Agentforce agent full command of Salesforce approvals. Add the topic to your existing employee agent — or launch the included agent template — assign one permission set, and your users manage their entire approval workload just by talking. Every action runs strictly as the logged-in user. No 'tell me your email' step, no impersonation: the agent scopes to the current user's own pending work items, whether assigned directly, via delegation, or through a queue. 100% native — no callouts, no custom objects, no data ever leaves Salesforce. Approvers ask 'What's waiting on me?' for a prioritized list, get an at-a-glance summary, drill into any record's details, then approve, reject, or reassign — one item or many — without leaving the chat. Works with both classic approval processes and Flow-based approvals, on any standard or custom object. Admins get the fastest path to conversational approvals: install, assign the permission set, add the topic. No data model changes, no per-object setup, no code to deploy.

Categories

Business Needs
Process Management
Time & Date
Data Management
Personas
Administrator
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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