0

If a user A assigns a user B as a delegated approver, will this user B automatically get access to all records that user A has access to (the records owned by him or shared with him)? Or I have to set up sharing settings (using roles hierarchy, sharing rules, etc.) to provide this access?

1
  • Please clarify your specific problem or provide additional details to highlight exactly what you need. As it's currently written, it's hard to tell exactly what you're asking.
    – Community Bot
    Feb 4, 2022 at 12:05

1 Answer 1

1

Nope. Delegated Approver allow the user B to know/receive the Emails from the approval requests or other Email alert which is sent from the SFDC org into user A.

But Technically, if User B need to do any action (Like update/approval) into User A's records, User B need to have the access for the records via Profile or Permission Sets for object level access and Sharing Settings or Role Hierarchy for record level access.

Thanks.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .