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Regular Contributor
Mr. W
Posts: 48
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Approval Process: Approver Not a User in Salesforce

Can Approval Processes be written so that a person, who is not an active user in salesforce, still recieve Approval Requets through email and approve or reject them triggering the next step?

 

How?

 

Thanks! 

Super Contributor
abhi_the1
Posts: 666
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Re: Approval Process: Approver Not a User in Salesforce

NO says my experience. Though you can send emails through workflow to some email address, but if they click on the approve/reject link they will not be able to approve it.

 

To support my statement, the doc - https://help.salesforce.com/htviewhelpdoc?id=approvals_checklist.htm&siteLang=en_US, says:

 

Who can approve requests?Requests can be approved or rejected by any of the following:

  • A user or queue that the approval request submitter chooses.
  • A queue specified by the administrator.
  • A user listed in the Manager standard field on the submitter's user detail page.
  • A user listed in a custom hierarchy field on the submitter's user detail page.
  • Any combination of users and related users (users listed in a standard or custom field on the submitted record) specified by the administrator.

Let me know if this helps.

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Regular Contributor
Mr. W
Posts: 48
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Re: Approval Process: Approver Not a User in Salesforce

Thanks for the response.

 

What is a queue and how does it work in approvals?

 

Also what about portal users?  Would there be a way to grant them access through a portal. They would update a field through an email sent to them and then have a workflow based on that field that automatically approves?

 

 

Thanks!

 

Super Contributor
abhi_the1
Posts: 666
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Re: Approval Process: Approver Not a User in Salesforce

Can you please go through the link which I posted. Also go through "See Also:" section in the bottom.

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Certified Developer & Administrator & Service Cloud Consultant