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)
Required Editions
Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and
later
To set up a dynamic approver, you add a custom formula field that references the ID of the
approver’s user record to your quote or opportunity. You then reference this formula field in
your approval rule.
From Setup, enter Objects, and select
Objects.
Select the quote or opportunity.
In the Custom Fields & Relationships section, click New.
For the data type, select Formula, and click
Next.
Enter a field label and API name.
For the formula return type, select Text, and click
Next.
Enter your formula. In this example, we’re referencing the manager of the user that created
the quote or opportunity record, for example,
CreatedBy.Manager.Id.
Make sure that all possible users for this field have approver credentials.
Define your field-level security, and then save your field.
Go to your approval rule, and click Edit Layout.
From Setup, enter Objects, and select
Objects.
Select Approval Rule, and then select Approval
Field.
In the Values list, click New.
Add the API name of the field you named in Step 5.
Important Dynamic approvals require a single approver record and therefore don’t
support delegated approvers.
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