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Manage Your Quotes with CPQ

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Manage Your Quotes with CPQ

Create Approval Variables

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Create Approval Variables

Create an approval variable and reference it as one of your approval rule’s approval conditions. (Salesforce CPQ Managed Package)

Required Editions

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

Go to your approval variables object, and click New.
Enter a variable name.
Choose the target object.
Choose the type.
1. If you select Summary, enter values for the following fields.
  - Aggregate Field
  - Aggregate Function
  - Filter Field
  - Filter Value
  - Operator
  - Combine With
2. If you select Discount, enter values for the following fields.
  - List Variable
  - Net Variable
Click Save.

Example This approval variable returns the highest quantity value of opportunity product lines that contain “W012671” in their product code field.

Target Object: Opportunity Product
Aggregate Field: Quantity
Aggregate Function: Max
Filter Field: ProductCode
Filter Value: W012671
Operator: Equals
Type: Summary

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