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I'm using a standard Approval Process on Opportunity, I set up hierarchy fields on User to send it to the correct user, how can I skip a level in the hierarchy if the designated approver will not see emails/notifications?

I hope I was clear enough!

Thanks!

 

#Sales Cloud  #ApprovalProcess  #Approvals User

1 个回答
  1. 2024年2月22日 10:34

    Hi @Giandomenico Tagliaferri,

    Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation.

    Please refer below similar threads, might they help you.

    https://help.salesforce.com/s/articleView?id=sf.cpq_aa_delegate_approvers_task.htm&type=5

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7LLHSA3

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8creSAB

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000G6aikSAB

     

    Thanks

    Saurabh

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