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            Set Up Page Layouts for Advanced Approvals

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            Set Up Page Layouts for Advanced Approvals

            Add important buttons, fields, and field values to objects that interact with Advanced Approvals. (Salesforce CPQ Managed Package)

            Required Editions

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

            Advanced Approvals can interact with any CPQ object. In the first two steps, use the object that you’ve already enabled for Advanced Approvals.

            1. On your object’s page layout, add the Submit for Approval, Recall Approval, and Preview Approval buttons.
            2. On your object’s page layout, add the Approval related list.
            3. On your Approvals page layout, add the Approve button and the Reject button.
            4. If you’re using an object other than Opportunities for approval, add that object’s API name as a value in the following locations.
              • The approval chain field Target Object
              • The approval rule field Target Object
              • The approval variable field Target Object
             
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