Approvals

9

Feb

Salesforce CPQ: Advanced Approvals Conditions
Approval conditions test to see if approval is needed for certain records by comparing two things.

27

Jan

Salesforce CPQ: Advanced Approvals Variables
Learn about Approval Variables in Salesforce CPQ's Advanced Approvals. They evaluate records and are similar to roll-up summary fields.

19

Jan

Salesforce CPQ: Dynamic Approvals and Delegated Approvers
Dynamic approvals in Salesforce CPQ not working with delegated approvers? Discover potential causes and solutions in our blog.

3

Nov

Salesforce CPQ: Advanced Approvals Chains
Learn key considerations for handling multiple approval chains and unchained rules in Salesforce CPQ Advanced Approvals.

20

Oct

Salesforce CPQ: Advanced Approvals Buttons
One step in setting up Advanced Approvals consists of creating three buttons that let sales reps submit or recall a record for approval.

22

Sep

Salesforce CPQ: Advanced Approvers
Create Approver records in Salesforce CPQ for individual users or groups, and set up dynamic approvers based on complex criteria.

11

May

Salesforce CPQ: Advanced Approvals List View
If you want to make sure that the approvers see the approvals pending their review from the Home Page, follow the steps outlined in this article.