Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Mass transfer approval requests


If an approval request approver is absent or has left the organization, then you'll be required to transfer the pending approval request to a new user. Let's start with an example. An Appiuss user, Sagar Pareek, is on leave for a few days (from April 27, 2014 to April 28, 2014), and the system administrator decides that any approval requests in the absence of Sagar Pareek will be transferred to Rakesh Gupta; to do this, follow these instructions:

  1. Navigate to Setup | Administer | Data Management | Mass Transfer Approval Requests.

  2. On the next screen, enter the criteria to search for the approval requests. For the preceding scenario, we need to enter the criteria, as Date Submitted must be between 4/27/2014 to 4/28/2014.

  3. Select the radio button Mass transfer outstanding approval requests to a new user, select Rakesh Gupta, and then click on Find as shown in the following screenshot:

  4. Now, under this section, you can see the result matching the criteria. Select the...