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Advanced Approvals for Your Advertising Sales Business
Admins can utilize the capabilities of Advanced Approvals to automate the process of managing internal approvals for media plans from departments such as the finance team or the legal team.
Learn about Advanced Approvals
Use these resources to familiarize yourself with how to set up and managed approval processes with Advanced Approvals:
| Resource | Description |
|---|---|
| Advanced Approvals Personas | Learn about the key personals involved in setting up Advanced Approvals and managing approvals, and the permissions that each persona required. |
| Learn about types of approvals that you design and the key concepts of Advanced Approvals. | |
| Design Advanced Approvals | Understand how you can design flows that automate the process of managing the lifecycle of media plan approvals. |
| Manage Advanced Approvals | Acquaint yourself with how sales reps and media plan approvers can use the Approvals app to track approval requests. |
Common Approval Process Scenarios for Ad Sales Businesses
| Use Case | example |
|---|---|
| The different members of the finance department must approve the media plan based on the budget of the media plan. | Create an approval process that routes media plans to different approvers in the finance team based on the budget of media plans. |
| The creative team has to approve ad placements that require new creative assets. | Use a custom field on the Quote Line Item object to indicate if ad placements require new creative assets. Create an approval process that routes the media plan along with the details of the ad placements that require new creatives to the creative team. |
| The legal team must approve ad placements where the targeting criteria uses protected characteristics such as gender. | Create an approval process that filters media plans based on related Ad Quote Line Target Value records that consist of target values related to gender identification and send the media plans along with the related account, opportunity, and targeting value information to the legal team for review. |
| The approval workflow follows an organization hierarchy where the finance team must approve media plans before they go to the legal team's approval. | Create a serial approval process that chains the approval steps in the hierarchical sequence. |
| The approval workflow follows parallel workflow where media plans are sent to the finance team and the legal team at the same time for approval. | Create a parallel approval process that has unique parallel stages for each of the approvers. |
Gotham Media wants to ensure that all media plans are sent to the finance team for a budgetary audit. In the finance team, media plans with a budget of US $10,000 is sent to budget analysts and media plans with a budget of above $10,000 is sent to the financial controller. When the status of media plans are set the Sent for Approval, the approval process is launched. Here's a high-level steps involved in setting up the approval process based on Gotham Media's requirements:
| Sequence Number | Step |
|---|---|
| 1 | Add a picklist value named Sent for Approval on the Status field of the Quote object. |
| 2 | Create and activate an autolaunched flow to get the details of the media plan from objects such as Quote, Ad Quote Line, and Ad Quote Line Target Value based on the information that's required by the approver. Use output type variables to store media plan details that you require in the approval workflow such as budget. |
| 3 | Create and activate a Record-Triggered Flow Approval Process type flow to send media plans for approval with these configurations:
|
| 4 | Create and activate triggered flow to notify media planners and sales reps when a media plan is approved with these configurations:
You can also customize the flow to inform users in case if their media plan approval is rejected. |
