Approval Request Notifications in Salesforce1
Users can receive approval requests as
notifications in Salesforce1 and can
access them by tapping
or from
the Approval Requests item in the navigation menu.
or from
the Approval Requests item in the navigation menu.
However, some caveats apply to how approval
notifications work in Salesforce1.
- If you enable notifications in Salesforce1, keep in mind that approvers may view this list of fields on a mobile device. Select only the fields necessary for users to decide whether to approve or reject records.
- Salesforce1 notifications for approval requests aren’t sent to queues. For each approval step involving a queue, we recommend adding individual users as assigned approvers, so at least those individuals can receive the approval request notifications in Salesforce1. To have both queues and individual users as assigned approvers, select Automatically assign to approver(s) instead of Automatically assign to queue in the approval step.
- Unlike notifications for approval requests in email, notifications for approval requests in Salesforce1 are sent only to users who have access to the record being approved. Assigned approvers who don’t have record access can still receive email approval notifications, but they can’t complete the approval request until someone grants them record access.
- Individual users can opt in or out of approval request notifications in both email and Salesforce1 via the Receive Approval Request Emails user field.