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SF-0120 · Scenario · Medium

Can the approver re-assign the record to another user for approval?

✓ Verified by Vikas Singhal · Last reviewed 5/17/2026 · Updated for Spring '26

Yes — approvers can hand off an approval request to another user via the Reassign button on the approval work item, provided the approval step is configured to allow it. Reassignment doesn’t reset the approval chain; it just changes who handles this specific step.

The mechanism

When an approver opens an item from their approval queue:

ButtonWhat it does
ApproveMove to next step or final approved state
RejectFire rejection actions
ReassignPick another user; the item moves to their queue

After reassign, the new user has the same approve/reject/reassign options. The original approver is no longer in the loop for this step.

Where the option is configured

In Setup → Approval Process → edit the process → for each step, the step approver settings include the option “The approver’s manager” vs “Manually choose” etc. Independently, on each step there’s a checkbox or radio:

Approver can re-assign request to another user

If enabled, the Reassign button appears. If not, the approver can only Approve or Reject.

Reassign vs delegated approver

This is a common interview confusion point:

ReassignDelegated Approver
Who initiatesThe approver, manuallyPre-configured on the User record
When it kicks inAfter the approver gets the requestAutomatically — items go to the delegate the moment they arrive
Why use itOne-off: “I’m out today, send to Sarah”Permanent: “Sarah always handles my approvals”

A user can have both a delegated approver set up AND use reassign — they’re not mutually exclusive.

Why allow reassignment

  • Vacations and out-of-office — quick handoff when delegated approver wasn’t set up
  • Workload balancing — approver realises someone else is better positioned
  • Subject-matter expertise — the original approver doesn’t have context; passes to someone who does

Limitations

  • The reassign target user must have permission to approve (be in the approval-process’s allowed-approvers list or be a delegated approver)
  • Reassign does not restart the step — it picks up where it is
  • Audit trail captures the reassignment — the Approval History shows both the original and new approver

What interviewers want

  • The crisp “yes, if configured”
  • The distinction between reassign (manual, one-off) and delegated approver (permanent, configured on User)
  • Bonus: that the reassign is auditable in the Approval History

Verified against: Salesforce Help — Approval Process Approver Options. Last reviewed 2026-05-17 for Spring ‘26 release.