CRM Success

Correctly Setting the Delegated Approver in Salesforce

I had some issues with delegated approvers not receiving the notification email. After some investigation, I found that we were only doing have the required steps.

There are two steps that need to be taken to make sure you maximize the delegated approver feature. The first is to identify your delegated approver. Second, you want to make sure the delegated approver is set up to receive approval notifications.