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Create Approval Workflows for Partner Marketing Budgets
Approval workflows are unique to each organization’s marketing needs and business processes.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create processes: | Customize Application |
Approval workflows should account for how you want to route submitted budgets, how you want to filter and evaluate them, and what notifications you want to send out. A few guidelines for planning your approval workflows:
- Email Templates: Create email templates for each stage of the approval process that you wish to send notifications for.
- Routing: Screen budgets by record type and submit all budgets for approval.
- On Submission: Identify what field values change on the budget on submission, for example the budget status. Decide if the budget record must be locked until it is approved or rejected.
- Evaluation: Decide what qualifies a submitted budget to be considered for approval. Determine any thresholds, filter criteria, and stages you want to filter by.
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Approval: Decide who to route the submitted budget to. Typically, this is an internal user.
Decide what happens on approval.
- Send an email notification to the channel account manager.
- Set a budget expiration date and save the budget approval date for reporting.
- Rejection: Decide what criteria disqualify a budget. Send an email notification to inform them of the rejection. Unlock the budget record so channel account managers can modify and resubmit if necessary.
For detailed instructions, see the approval workflow documentation in the Salesforce Help
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