Automate Application Approval Processes

Fast-track the application approval processes for Clean Energy Programs by using Action Plans and Flow Builder. Automatically assign tasks to the application approvers in your org as soon as an application form for a clean energy program is submitted. Trigger emails to the right approver at the right stage. You can even set up decision matrices to automatically approve or reject applications based on the incentive value, further reducing the time that is required for a manual intervention by the approvers.

Where: This feature is available in both Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

How: Gather the templates and sample data from the trial org, and then install it on your sandbox or production org. After the package is installed, customize the data in your org for your business.

See Also:

• Application Approval Process (Managed Package)

• Trailhead Module: Flow Builder Basics

• Trailhead Module: Approve Records with Approval Processes

• Action Plans in Salesforce

• Trailhead Module: Business Rules Engine