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Advanced Approvals for Salesforce Contracts Components
Review contract-specific components, roles, and behaviors used in advanced approval workflows.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
For general Advanced Approvals concepts such as approval stages, routing logic, and Flow configuration, see Advanced Approvals in Revenue Cloud.
Core Components
| Property | Description |
|---|---|
| Contract Type Config | Maps contract types to approval flows and controls which flow runs during submission. If no configuration exists, contracts use standard approval behavior. |
| Approval Flow | Runs contract approval logic based on defined conditions |
| Apex Logic | Evaluates complex conditions within the approval flow |
| Approval Submission Record | Stores approval state and tracks approval actions |
| Contract Record | Stores contract status and lifecycle stage |
Approval Actions by Persona
| Persona | Available Actions | Description |
|---|---|---|
| Administrator |
|
Manages the approval process, including modifying assignments, stopping approvals, and handling exceptions |
| Submitter | Recall | Calls back a submitted contract to make updates before resubmitting |
| Approver |
|
Reviews the contract and either approves or rejects it |
Contract Lifecycle Behavior
| Action | Contract Behavior |
|---|---|
| Submit for Approval | Starts the approval process by invoking the approval flow mapped through Contract Type Config |
| Recall | Ends the approval process and returns the contract for updates. Configure a recall path in the approval flow to update contract status. |
| Cancel | Ends the approval process. Create a record-triggered flow on the Approval Submission record to update contract status. |
| Approve | Moves the contract to the next approval stage or completes the approval process. When all required approvals are complete, the contract advances to the next lifecycle stage based on the Flow configuration. |
| Reject | Sends the contract back for updates |
Email Approval Behavior
| Capability | Description |
|---|---|
| Email Response | Replies with “approved” or “reject” in the first line of the email |
| Templates | Configures notification content by using text templates |
| Dynamic Data | Includes contract fields such as ID and pricing in notifications. |
Smart Approval Behavior
Smart approvals skip previously approved steps during resubmission based on configured conditions defined in the approval flow. This behavior reduces redundant approvals and improves processing efficiency.
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