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Enhanced Approval Requests Pro - Mass process Flow and Classic approvals
Stop processing approvals one by one. Mass submit, approve and reassign.
Overview
✔ Mass submit, approve, reassign, recall ✔ Flow and Classic approval processes ✔ Customizable approval list views with related fields ✔ Filters and totals before you approve ✔ Desktop, mobile and Experience Cloud ✔ Free 30-day trial, responsive support
See How Enhanced Approval Requests Pro - Mass process Flow and Classic approvals Works
STOP APPROVING ONE BY ONE Select dozens of pending approval requests and approve, reject or reassign them in one action, with a comment. Hours of clicking become minutes. In the Salesforce mobile app, a swipe is enough.
EVERY APPROVAL IN ONE PLACE Flow approval processes and Classic approval processes share one list, and users handle both the same way. Nothing slips through because it came from a different process.
SUBMIT DOZENS OF RECORDS IN ONE GO Add a Submit for Approval button to the list view or related list of any standard or custom object. Submitters send dozens of records in a few clicks and recall them just as fast.
DECIDE WITHOUT OPENING EVERY RECORD Customizable approval list views replace the standard Items to Approve and show fields from the record being approved, with popovers for related details. Approvers see the full picture on one screen.
APPROVE WITH CONFIDENCE Filter on approval or related record fields, queues and delegated requests, then check the sum, average and range of your selection before a bulk approval. No surprises after you click Approve.
KEEP APPROVALS MOVING, WHEREVER PEOPLE ARE Approve from the home page, a record page or the mobile app. Customers and partners approve in your Experience Cloud site, within your sharing rules. Decisions don't wait for someone to be at a desk.
Salesforce approval processes route every request to the right person. But working through them forces a choice: approvers either open and check each request one by one, which is slow, or approve without the full picture, which is risky. Submitters, meanwhile, submit records one at a time. Approvals pile up, and the business waits. Enhanced Approval Requests Pro makes approvals fast and accurate at the same time. Approvers see their items to approve in one list with related record fields, check the totals, and mass approve, reject or reassign dozens of requests in one action. Submitters mass submit and recall records from any list view. It works with Flow approval processes and Classic approval processes alike. The result: less time spent on approvals, lower costs and decisions that no longer wait. "Previously, approving all expense lines took three weeks. Now it's done in three days." — Meta van der Meer "Mass approval capability was a deal-breaking requirement. Setup, usability and support have been excellent." — Al Huerta 100% native: no data leaves your Salesforce org. Start your free 30-day trial, or book a demo at forcelutionapps.com/schedule-meeting.
Categories
- Business Needs
- SalesProductivityFinance
- Industries
- Horizontal ProductHigh TechProfessional Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No 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.AgentforceAgentforce 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 MoreMultiple 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.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile