Setup is a single checkbox. Tuning is about keeping the Chatter feed readable: short field lists on the approval page, sensible approver assignments, and reasonable Approval Process volumes.
- Enable the feature
Setup, Chatter Settings. Check Allow Approvals in Chatter. Save. The change applies to every Approval Process in the org immediately.
- Trim Display Fields on each Approval Process
Setup, Approval Processes. For each process, edit the layout that controls displayed fields. Keep the list short; busy field lists make the Chatter post hard to read.
- Validate the post on a test submission
Submit a test record for approval. Confirm the Chatter post appears on the approver's feed, the action buttons work, and comments propagate.
- Audit volume after launch
Watch for Chatter spam complaints in the first weeks. High-volume Approval Processes can flood feeds; consider redesigning processes to reduce noise rather than disabling the feature.
- Educate approvers on the new surface
Train approvers that they can act from the Chatter feed without switching surfaces. Adoption is the value; without it, the feature is just one more notification channel.
- Queue-based approvals produce one Chatter post per queue member. Large queues can flood feeds; consider Slack routing for those cases.
- The feature is org-wide. Disabling it for one Approval Process is not possible; redesign noisy processes instead.
- Chatter posts reflect the same Display Fields as the standard approval page. Trim both surfaces together when refining the experience.
- Approvers who never visit Chatter rely on other surfaces (email, notifications). Do not assume Chatter alone reaches every approver.