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Manage Your Quotes with CPQ
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            Setting Up Advanced Approvals for Salesforce CPQ (Managed Package)

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            Setting Up Advanced Approvals for Salesforce CPQ (Managed Package)

            Advanced Approvals requires several objects, buttons, and settings so that it can work with Salesforce CPQ. (Salesforce CPQ Managed Package)

            Required Editions

            Important
            Important Revenue Cloud has an approval process feature that shares the same name, Advanced Approvals. If you are a Revenue Cloud customer, See Manage Approval Processes in Revenue Cloud.
            Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later
            • Install or Upgrade Advanced Approvals
              Install or upgrade Advanced Approvals from your package installation link. (Salesforce CPQ Managed Package)
            • Enable an Object for Advanced Approvals
              Advanced approvals are enabled for opportunities by default. However, most sales reps also use advanced approvals on quotes or other objects. Configure an object to work with Advanced Approvals. (Salesforce CPQ Managed Package)
            • Create Advanced Approvals Buttons
              Create buttons that let sales reps submit or recall a record for approval. Then add these buttons to the objects you’ve enabled for approval. (Salesforce CPQ Managed Package)
            • 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)
            • Set Up Email Service for Advanced Approvals
              Set up an email service and email service address for Advanced Approvals. When an approver replies to an approval email, your org’s email service allows Advanced Approvals to apply their response to a record. (Salesforce CPQ Managed Package)
            • Troubleshooting Advanced Approval Email Issues
              If users experience issues with Advanced Approvals email, review our guidelines and troubleshooting tips. (Salesforce CPQ Managed Package)
             
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