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tklinetkline 

Prevent Stage Change Without Approval

Hey guys-

 

I'm trying to set up a workflow that would prevent a Sales rep from marking a deal as "Closed Won" (100%) if a manager didn't approve (the managers would have to get an email notification to approve the deal).  I'm trying to figure out the best way to set this up.  Any feedback would be really really appreciated. 

 

Thanks!

 

 

Ritesh AswaneyRitesh Aswaney

You would need to set up an approval process, which sets the deal to 'approved' status as the final approval action. You could also for eg. set a checkbox field to indicate manager approval -  Restrict access to this field, to prevent Sales Reps from being able to update it.

 

Approval Processes can, out of the box, send email to notify the approver that an item is awaiting their approval. They can also email their approval - salesforce would process this and mark approved / rejected as the case may be.

 

Read up on Salesforce Approval Processes for more info. http://www.youtube.com/watch?v=fM3xHN8M9-8

 

Then a workflow rule to check that the status is approved before it can be marked Closed/Won.