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
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudPlatform CloudFinancial Services Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Health CloudGovernment CloudManufacturing Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- DutchEnglishFrenchGermanItalianPortugueseSpanish