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Enhanced Approval Requests Pro - Mass submit and process approval requests
Accurate and efficient approval management for submitters and approvers.
Overview
✔ Works with Flow and Classic approval processes ✔ Mass submit, approve, reject, reassign, recall ✔ Customizable list views and filters ✔ View related record details instantly ✔ For internal users and Experience Cloud ✔ Easy setup, responsive support
See How Enhanced Approval Requests Pro - Mass submit and process approval requests Works
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, reassign, or recall requests, regardless of the approval process type.
MASS SUBMIT RECORDS FOR APPROVAL As a submitter, save time with the ability to mass submit records for approval. With a "Submit for Approval" button on the list view or related list of any standard or custom object, you mass submit in just a few clicks.
MASS APPROVE, REJECT, REASSIGN, RECALL On desktop, select multiple approval requests, optionally provide any comments, and approve, reject, or reassign the items all in one go. On mobile, easily approve or reject with intuitive swipe functionality.
CUSTOMIZE APPROVAL LIST VIEWS Create your own custom approval list views. Select approval and related record fields, and order columns to your needs. Administrators can configure advanced, shared views for all users or specific user groups.
VIEW RELATED RECORD DETAILS In your list view, combine approval request fields with fields from the related object. Lookup fields show record details and related data in a popover. Make informed decisions, by having all relevant information at hand.
FILTER AND SORT APPROVAL REQUESTS Quickly find specific requests to mass process, by filtering and sorting on approval request fields or related object fields. Filter on requests assigned to you, your queues, those delegated, or assigned to other users.
CHECK SUMMARIZED INFORMATION Before mass approving requests, open the summary panel to check the sum, average, median, and min and max values of your selected requests. This step helps to make your approval decisions with full confidence.
EXTEND APPROVALS TO EXPERIENCE CLOUD Enable customers and partners to manage approval requests within your Experience Cloud site. Users can view, filter, and mass approve or reject requests, with full respect for sharing rules and visibility settings.
ACCESS APPROVALS WHEREVER YOU WORK Manage approval requests from the dedicated approval page, home page, Lightning record pages, or the Salesforce mobile app. Approvers and submitters can take action wherever it fits best in their daily workflow.
Submitting or reviewing and processing approval requests is a time-consuming task when done one by one. Enhanced Approval Requests Pro lets users handle multiple requests in a single action, saving time and eliminating repetitive work. Whether you’re using Flow or Classic approval processes, this app has you covered. It works seamlessly for internal users in Salesforce, and also within Experience Cloud for customers or partners. ✔ Mass submit records for approval ✔ View submitted and assigned requests with custom list views ✔ Show related record details via columns and popovers ✔ Filter requests assigned to you, via queue, or as delegated approver ✔ Filter by fields on the request or related record ✔ Submit, approve, reject, reassign, or recall many requests at once Enhanced Approval Requests Pro: - Easy to install - 100% native Salesforce - 100% Lightning look and feel - Compatible with Flow and Classic approval processes - Works in Salesforce and Experience Cloud - Respect all your data security settings - Keeps all data safely inside your Salesforce org - A proven productivity booster Free 30-day trial. Non-profit and bulk discounts available. Contact us for more information.
Categories
- Business Needs
- SalesProductivityFinance
- Industries
- Horizontal ProductFinancial ServicesProfessional 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