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Difficulty: MediumApproval Processes

An enterprise sales manager who serves as a key approver in an Opportunity discount approval process is scheduled to go on extended leave. A Salesforce Administrator designates a backup user in the Delegated Approver field on the manager's User record. Which configuration setting must be selected within the specific approval step to permit the delegated approver to approve or reject pending requests?

  1. The checkbox option stating 'The assigned approver's delegate may also approve this request' on the approval step definition.Answer
  2. B
    The 'Enable Delegated Administration' option in the Initial Submission Actions section of the approval process.
  3. C
    The 'Allow Field Updates by Delegates' setting under Record Editability Properties.
  4. D
    The 'Grant Access Using Hierarchies' checkbox within the Organization-Wide Defaults security settings.

Answer

Enabling 'The assigned approver's delegate may also approve this request' checkbox on the specific approval step allows designated delegated approvers to act on requests.
Delegated approvers are specified at the User record level, but for a delegated approver to actually respond to an approval request, the specific approval step must explicitly enable the setting 'The assigned approver's delegate may also approve this request'.

Step-by-Step Solution

1
Identify where delegated approvers are designated.
A Delegated Approver is populated on an individual user's record detail page.
This establishes who can act on behalf of the user when delegated approval is enabled.
2
Determine how the approval process evaluates delegated approver permissions.
Permissions are evaluated at each individual approval step level within the approval process.
Salesforce allows administrators to specify step-by-step whether delegation is permitted.
3
Select the correct step-level setting.
Check the box for 'The assigned approver's delegate may also approve this request'.
Without checking this step-level box, designated delegates cannot approve requests routed to that step.

Key Concept

Delegated Approver Configuration in Salesforce Approval Steps
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Topics

Approval Processes

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