If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure
that another manager will receive Approval requests during the period in which the original
manager is absent?
A.
On the original manager's Approver record, reference a different manager's Approver record inthe Next Approver lookup field. Clear the Next Approver lookup field once the original managerreturns from leave.
B.
Create an Approval Rule with an Effective Start Date and Effective End Date spanning theabsence. Populate the Approver field of the rule with the substitute Approver, then add the rule tothe existing Approval Chain as the first step.
C.
On the original manager's Approver record, set the Delegated Approver lookup field toreference a different manager's Approver record, and set the Delegation End field for the date ofthe original manager's return.
D.
Create a new Approver record, with the Group ID field set to the ID of a Public Group thatcontains all of the managers. On the original manager's Approver record, click the Replace buttonand select the new Approver record.
Ensure approval requests are routed to a substitute manager during the original manager's absence.
Solution:
The Delegated Approver lookup field on the Approver record allows the admin to specify a temporary approver.
Setting the Delegation End field ensures the delegation automatically ends upon the original manager’s return.
Why Other Options Are Incorrect:
A: Using the Next Approver field for temporary delegation is not the intended functionality.
B: Creating an Approval Rule with start and end dates is overly complex and unnecessary.
D: Replacing the original Approver record risks permanent changes and is not recommended for temporary delegation.
Salesforce CPQ Reference:
Delegated Approval Settings are documented under Advanced Approvals Configuration Guidelines .
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