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Approval Management for Agentforce
See, summarize, approve, reject & reassign approvals —> all by chat.
Overview
Add ready-to-use approval superpowers to your Agentforce agent. Users see, summarize, and act on their own pending approvals in natural language: approve, reject, or reassign in seconds, with built-in guardrails. Zero custom code. Classic & Flow ready.
💬 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 ManagementTime & DateData Management
- Personas
- AdministratorExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce 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 MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package