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Manage Your Quotes with CPQ
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            Install or Upgrade Advanced Approvals

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            Install or Upgrade Advanced Approvals

            Install or upgrade Advanced Approvals from your package installation link. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later
            1. From your installation link, click Continue.
            2. Choose the security level to grant users upon installation, and then click Install (for new installations) or Upgrade.
              Your security level varies based on the types of permissions you want to grant to your users. For an overview of basic Salesforce permissions granted with each level, read the Custom Installation section of Install a Package. For more information on profile permissions required for Advanced Approvals features, read Managing Advanced Approval Permissions for Salesforce CPQ (Managed Package). If you choose Install for Specific Profiles, you must also set the Standard User profile to Full Access.
            3. Assign permission set licenses to your users.

            As of Winter ’21, Advanced Approvals manages user licensing with permission set licenses instead of managed package licenses. Fields and settings related to managed package licenses in Advanced Approvals were deprecated. On the Installed Packages page, the Allowed Licenses and Expiration Date fields refer to managed packages. As a result of the deprecation, they now show “Unlimited” and “Does not Expire” respectively for Salesforce CPQ.

             
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