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Learn About Real-Time Offer Management
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            Approval Flows for Offers

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            Approval Flows for Offers

            The flow templates for offer approval are designed to manage the end-to-end offer review and approval process across departments. The flow templates mimic the approval lifecycle that most companies align with. Admins can customize the flows based on the company's unique review process and requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management

            Flow Templates

            Flow Template Purpose Customizations
            Offers: Run Offer Through Approval Workflow The flow is designed to take an offer through the approval lifecycle stages. Before starting the first approval stage, the flow verifies whether the offer consists of all the information required to start approvals. The flow automates the sequential movement of the offer from one department to another, including managing rejections. After the final approval, the offer is activated.

            When customizing the flow, you must add the people who the offer is sent for approval at each approval stage.

            The flow has two required variables to get the details of the person who submitted the offer for approval and their submission comments. Make sure to pass these variable values into the flow.
            Offers: Set Offer Status from Approval Stage The Offers: Run Offer Through Approval Workflow flow runs this flow. This flow sets the status of offers based on whether offers are ready for the approval lifecycle and the decision made by approvers. When customizing the flow, you can change the statuses that offers are set to based on the offer statuses that your company uses.

            By default, the templates create autolaunched flows that require users to manually submit offers for approval. To submit offers automatically based on the status, use record-triggered flows. For example, configure a record-triggered flow that submits an offer for approval when its status is changed to Pending Approval.

            See Make Autolaunched Flow Approval Processes Available to Users and Getting Started with Record-Triggered Flows.

             
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            Salesforce Help | Article