Salesforce ADX-201 Exam: Can a Delegated Approver Revoke a Previously Approved Process?

Can a Delegated Approver Revoke a Previously Approved Process?

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Can a delegated approver revoke a previously approved process?

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In Salesforce, a delegated approver is someone who has been given the authority to approve or reject a record on behalf of the actual approver.

Regarding the question, a delegated approver can revoke a previously approved process in Salesforce. This means that if a delegated approver has approved a record but later decides to revoke the approval, they can do so by following the below steps:

  1. Go to the record detail page of the record in question.
  2. Scroll down to the Approval History related list.
  3. Click on the “Recall” button next to the approval that needs to be revoked.
  4. In the pop-up window, enter the reason for revoking the approval and click on the “Recall” button.

Once the approval has been revoked, the record goes back to the approval process, and the next approver in the queue will be notified to take action on it.

It is essential to note that if a delegated approver revokes an approval, it does not necessarily mean that the record will not be approved in the future. The next approver in the queue could approve it, and the record will continue through the approval process.

In conclusion, delegated approvers have the authority to revoke a previously approved process, and this action can be performed from the Approval History related list of the record in question.