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Enhanced Approval Requests Free
Approve, reject, or reassign multiple Flow or Classic approval requests
Overview
Lightning tab and home/app page component to approve, reject, or reassign multiple Flow and/or Classic approval requests in one go. Replace the Salesforce standard approval requests tab and component with those in this package. Limit clicks and save time!
PROCESS FLOW AND CLASSIC APPROVAL REQUESTS Work seamlessly with both Flow and Classic approval processes. The app detects the type and allows users to approve, reject, or reassign requests, regardless of the approval process type.
MASS APPROVE, REJECT, OR REASSIGN Select up to 50 approval requests, optionally provide any comments, and approve, or reject them all in one go. Configure which Approval Request columns should be shown, such as the submitter or most recent actor.
CONFIGURABLE VISIBILITY WITH APP BUILDER Easily control how the approval component appears on the home page using the App Builder. Adjust visibility and choose to automatically hide the component when there are no items to approve.
Enhance and streamline your approval management process with Enhanced Approval Requests Free. Installation: 1) Hide standard Approval Requests tab. 2) Install Enhanced Approval Requests Free (for Admins only). 3) Assign 'Enhanced Approval Requests' permission set to users. 4) Add 'Items to Approve (enhanced)' to your home page. 5) Optionally, configure the columns, actions and approval request types (see installation guide). Free Version Features: - Displays pending approval requests assigned to the user or to any queues the user is part of. - Up to 50 requests can be processed (approved, rejected, or reassigned) at once. - Up to 2000 requests can be processed in total per organization per month. - Includes in-app showcases for Enhanced Approval Requests Pro. - Enjoy a 30-day free trial of Pro features to experience advanced capabilities, including custom approval list views with related objects fields, quick filters, and more. Upgrade to Enhanced Approval Requests Pro for powerful capabilities and uninterrupted access to advanced features to optimize approval management for your organization. See https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000ONZPQEA5
Categories
- Business Needs
- SalesProductivityFinance
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Lightning ReadyEditable CodeMultiple CurrenciesPerson AccountsLightning App BuilderSalesforce Mobile