Loading
Salesforce now sends email only from verified domains. Read More
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Approvers and Approver Groups

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Approvers and Approver Groups

            An approver is a user who receives approval request emails. The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group. An approver group is useful when you want to send approvals to every member of a related team. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later

            For example, you can create an approver group containing all managers in the accounting department. You then associate that group with an approval rule that fires when a quote has a net total of $500,000 or greater. In this way, each accounting manager is sent an email and informed of the request.

            • Assign Approvers Dynamically Based on Criteria
              You can specify an approver based on a formula or criteria. For example, you want the approver to be the regional manager related to a sales rep’s opportunity. If the regional manager changes, the new manager is referenced. (Salesforce CPQ Managed Package)
            • Delegate Approvers
              Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. Only users can be delegated approvers; a group can’t be a delegated approver. (Salesforce CPQ Managed Package)
            • Approver Fields
              Depending on the page layout and field-level security settings, not all approver fields are visible or editable. (Salesforce CPQ Managed Package)
             
            Loading
            Salesforce Help | Article