Approval Management for Agentforce

Turn approval bottlenecks into a conversation. Approval Management for Agentforce packs a ready-built Approval Management topic and six Apex agent actions that give any Agentforce agent full command of Salesforce approvals. Add the topic to your existing employee agent — or launch the included agent template — assign one permission set, and your users manage their entire approval workload just by talking.

Every action runs strictly as the logged-in user. No 'tell me your email' step, no impersonation: the agent scopes to the current user's own pending work items, whether assigned directly, via delegation, or through a queue. 100% native — no callouts, no custom objects, no data ever leaves Salesforce.

Approvers ask 'What's waiting on me?' for a prioritized list, get an at-a-glance summary, drill into any record's details, then approve, reject, or reassign — one item or many — without leaving the chat. Works with both classic approval processes and Flow-based approvals, on any standard or custom object.

Admins get the fastest path to conversational approvals: install, assign the permission set, add the topic. No data model changes, no per-object setup, no code to deploy.