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Priyesh Misquith 12 set up an advanced approvel for the below scenario
I have a Object CPQ Quote. I want to set up the advance approval where the first approval should be sales manager . later there will be parallel approval like Finance , legal etc . under the finance, legal there are level upprovers which should be fired in the Serial.
the below diagram shows how the advance aproval should fire.
can anybody guide me how can this be build using advanced approvel.
the below diagram shows how the advance aproval should fire.
can anybody guide me how can this be build using advanced approvel.
Greetings!
Seems like you are referring the trailhead module for the advanced Approval.
https://trailhead.salesforce.com/en/content/learn/v/modules/salesforce-cpq-features/advanced-approvals-aom
I would suggest you to go through the deep dive video (http://salesforce.vidyard.com/watch/8b64Dbtdrq58cvR2KMvt3z?_ga=2.147691380.259893967.1612774682-489246146.1609954599)for the same.
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
I went through those videos and trailhead module , but those thing does not explain the set up process.
I want to setup the approval proceess as per the attached image.
how to start parallel approval when sales manager approves the quote.
and how to set up the serial approval under finance, legal, and SalesOps
Thanks,
Priyesh
I have one requirement related to rejection of record. We 4 levels for approval, Customer wants that if 1-3 level has approved the record and now it went for 4th level Approval then user should have ability to reject the record at any levels. Like he can reject at his level or level 3 ,2 or 1.
Could you please help if we can achieve this through Advance Approval process?
Thanks in Advance!