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Create Approval Workflows for Deal Registration
Approval workflows are unique to each organization’s sales 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 deals, 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 to send notifications for.
- Routing: Screen leads by record type and submit all registered deals for approval.
- On Submission: Identify what field values change on the lead record on submission, for example the lead status. Decide if the lead record must be locked until it is approved or rejected.
- Evaluation: Decide what qualifies a submitted lead to be considered for deal registration. Determine any thresholds, filter criteria, and stages you want to filter by.
-
Approval: Decide who to route the submitted deal to. Typically, this is the channel
manager. Decide what happens on approval.
- Change the Lead Status to approved.
- Convert the lead to an opportunity.
- Send an email notification to the partner user.
- Set a deal expiration date and save the deal approval date for reporting.
- Extend any margins or discounts that you might offer to the partner on successful closure.
- Rejection: Decide what criteria disqualify a lead. Set the Lead Status to rejected. Send an email notification to inform them of the rejection. Unlock the lead record so partners can modify and resubmit if necessary.
For detailed instructions, see the approval workflow documentation in the Salesforce Help
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