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Advanced Approvals for Salesforce CPQ (Managed Package)
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later |
Advanced Approvals uses approval rules to determine which approvers receive an approval request and the email template used to send the requests. When a sales rep submits a record for approval, such as a quote or opportunity, the Advanced Approvals package evaluates the package’s approval rules. If any of those rules meet their conditions, the rule runs, and Salesforce CPQ sends approval request emails to your approvers. Users or user groups with approval permissions in your org can be approvers. Approval chains allow you to send requests to a series of approvers in sequence. The record isn’t approved until all approvers in all chains have confirmed their approval.
When an approval rule runs, Advanced Approvals also makes an approval record for each approver who received an approval request. The approval record includes information about the status of the approval request as it moves through approvers. Both the submitted record and the corresponding approvals have approval status fields allowing admins and sales reps to track their position in the approval process.
- Advanced Approvals Release Notes
Advanced Approvals release notes provide overviews of new and changed features in new editions of the Advanced Approvals package. (Salesforce CPQ Managed Package) - Advanced Approvals Patch Notes
Advanced Approvals patch notes contain high-level reviews of bug fixes included in each generally available patch for an Advanced Approvals package. We update patch notes after a new patch becomes generally available for a package. (Salesforce CPQ Managed Package) - 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) - Preview or Submit a Record for Approval
When you’ve finalized your opportunity or quote, you can submit it for approval using the Advanced Approvals package. (Salesforce CPQ Managed Package) - Reassign an Approval with Advanced Approvals
Keep the approval process moving by reassigning an approval to a different approver. (Salesforce CPQ Managed Package) - Resend an Advanced Approval Request
If a sales rep sent an approval request and hasn’t heard back yet, you can resend the approval request to remind the approver to respond. (Salesforce CPQ Managed Package) - Approvers and Approver Groups
An approver is a user who receives approval request emails. The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group. An approver group is useful when you want to send approvals to every member of a related team. (Salesforce CPQ Managed Package) - Approval Rules
Create approval rules to control who receives an approval request or rejection notice and the email templates that deliver these messages. (Salesforce CPQ Managed Package) - Approval Chains
Use an approval chain to send an approval to several approvers simultaneously. When the approval process is completed, Advanced Approvals moves to the next step of approval rules. (Salesforce CPQ Managed Package) - Advanced Approval Emails
The Advanced Approvals package sends Visualforce emails in response to sales rep and approver actions. You can define templates for each type of email and associate them with an approval rule. (Salesforce CPQ Managed Package) - Smart Approvals
Smart approvals let you streamline the approval resubmission process for your sales reps. When you enable smart approvals on an approval condition, Advanced Approvals compares the condition’s tested field value during resubmission with the tested value of the previous submission. If the values are the same, the approvers for that rule aren’t asked to approve it again during resubmission. (Salesforce CPQ Managed Package) - Managing Advanced Approval Permissions for Salesforce CPQ (Managed Package)
Admins and sales reps require different types of permissions based on the actions they want to perform in Advanced Approvals. (Salesforce CPQ Managed Package) - Advanced Approvals Package Settings
Advanced Approvals package settings define Advanced Approvals features and standards across your Salesforce org. (Salesforce CPQ Managed Package) - Approval Fields for CPQ Advanced Approvals
The Approval object contains fields for Salesforce CPQ Advanced Approvals. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
