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Approvals for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Approvals for Salesforce

Approval Rule Assignees

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Setting Up Auto-Escalation for Rule Assignees

There is an approval rule.
Note:

Set up auto-escalation on approval rules that will be used as sub-process (context header object) only. Do not set up auto-escalation on child process (child records or line items).

  1. From the Approval Rule Detail page, click Manage Entries.
  2. Select criteria based on the previously selected dimensions.


  3. Click Escalate To to raise the Auto Escalation Setup dialog.


  4. Enter the escalation details:

    Option

    Description

    Assignee Auto Escalate

    Select this check box to enable auto-escalation for the assignee. If the assignee does not approve or reject the request within the specified days or hours, the request is escalated.

    Assignee Expected Days/Hours To Complete

    Specify the days or hours within which the assignee must approve or reject the request. If the assignee takes no action on the request, it is escalated to the assignee specified in the Assignee Escalate To Type field.

    Assignee Escalate To Type

    Specify the assignee to escalate the request to. The assignee type can be user, role, queue, backup admin, user manager, delegated user, related user, User Approval Matrix Next Approver.

User Guide
Approvals

February 11, 2025