Sort by Topics, Resources
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Salto for

Salesforce

Articles

SHARE

CPQ Advanced Approval Quick Guide

Dee Hamori

July 18, 2024

7

min read

Introduction

If you've come across Salesforce CPQ before, you've likely encountered the term "advanced approval." Salesforce CPQ's Advanced Approval is a robust tool that gives you more flexibility and efficiency in your approval processes. In this comprehensive guide, we'll walk you through a high-level overview of installing, configuring, and deploying Advanced Approval.

Experience the Ease & Confidence of NetSuite Customizations with Salto

Automate the way you migrate Jira configurations from sandbox to production

STAY UP TO DATE

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Key Features

  1. Flexible Approval Flows: Salesforce CPQ Advanced Approval supports both parallel and sequential approvals, allowing multiple approvers to review simultaneously or in a specific order.
  2. Smart Approval: Say goodbye to unnecessary re-approvals. Smart Approval in Salesforce CPQ Advanced Approval automatically determines the need for re-approval based on previous approval decisions and current quote changes, streamlining the process by bypassing unnecessary approvals.
  3. Beyond CPQ: Though known for CPQ, Advanced Approval is not limited to CPQ objects.

Configure Advanced Approval

Setting up Advanced Approval for the first time might take some time, but Salesforce has some excellent documentation to walk you through it. Here are the high-level steps:

  1. Installation: The Advanced Approval package can be installed from https://install.steelbrick.com/.
  1. Permission Sets: After installation, you need to assign appropriate permission sets to users who will be working with Advanced Approvals. Assign the Advanced Approvals Admin permission set to yourself.
  1. Email Service Setup: Set up an Email Service for Advanced Approval. Paste the email value into the Inbound Approval Email (Long) field on the configuration page within the Advanced Approvals package.
  2. Field Configuration: Set up the lookup field on the Approval object. Configure necessary fields on the target object (e.g., Quote) that will be subject to approvals.
  3. User Interface: Create buttons and update page layouts for initiating and managing approvals.

STAY UP TO DATE

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Key Objects

  1. Approval Rule: Defines approver and email notifications. This is the heart of Advanced Approval.
  2. Approval Condition: Specifies the logical statements that determine when approval is required.
  3. Approval Variable: Aggregates data from child records for evaluation in approval conditions.
  4. Approver: Represents the user or group responsible for reviewing and deciding on approval requests.
  5. Approval Chain: Represents a series of approvals that must occur in a specific sequence, linking multiple approval rules together.
  6. Email Template: Email templates are used for various approval-related communications, including approval requests, approvals, rejections, and recalls.
ERD made using the Salesforce DevTools chrome extension
ERD made using the Salesforce DevTools chrome extension

Deployment

You can recreate all your approval records in Production or use Data Loader, but Salto can make this process less painful.

  1. To deploy the Advanced Approval configuration using Salto, you can select the Sbaa dropdown.
  1. Make sure you manually update things like the Template ID field on the Email Template record and the Inbound Approval Email (Long) field on the Advanced Approval Configuration.

Hope that helps! See you on the trial!

WRITTEN BY OUR EXPERT

Dee Hamori

Salesforce Architect

Dee, a former pharmacist turned Salesforce architect, dedicates herself to streamlining business processes with automation. She actively supports the Salesforce community by mentoring career changers and leading Salesforce Saturday meetups. Dee shares her Salesforce insights through articles and conference talks. Beyond her professional life, she finds joy in tending to her plant collection, exploring the great outdoors in national parks, and immersing herself in the pleasures of reading and painting.

Sort by Topics, Resources
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Salto for

Salesforce

Salesforce

SHARE

CPQ Advanced Approval Quick Guide

Dee Hamori

July 18, 2024

7

min read

Introduction

If you've come across Salesforce CPQ before, you've likely encountered the term "advanced approval." Salesforce CPQ's Advanced Approval is a robust tool that gives you more flexibility and efficiency in your approval processes. In this comprehensive guide, we'll walk you through a high-level overview of installing, configuring, and deploying Advanced Approval.

What if Zendesk was 4x less work?

Request a Demo Get started with Salto

Key Features

  1. Flexible Approval Flows: Salesforce CPQ Advanced Approval supports both parallel and sequential approvals, allowing multiple approvers to review simultaneously or in a specific order.
  2. Smart Approval: Say goodbye to unnecessary re-approvals. Smart Approval in Salesforce CPQ Advanced Approval automatically determines the need for re-approval based on previous approval decisions and current quote changes, streamlining the process by bypassing unnecessary approvals.
  3. Beyond CPQ: Though known for CPQ, Advanced Approval is not limited to CPQ objects.

Configure Advanced Approval

Setting up Advanced Approval for the first time might take some time, but Salesforce has some excellent documentation to walk you through it. Here are the high-level steps:

  1. Installation: The Advanced Approval package can be installed from https://install.steelbrick.com/.
  1. Permission Sets: After installation, you need to assign appropriate permission sets to users who will be working with Advanced Approvals. Assign the Advanced Approvals Admin permission set to yourself.
  1. Email Service Setup: Set up an Email Service for Advanced Approval. Paste the email value into the Inbound Approval Email (Long) field on the configuration page within the Advanced Approvals package.
  2. Field Configuration: Set up the lookup field on the Approval object. Configure necessary fields on the target object (e.g., Quote) that will be subject to approvals.
  3. User Interface: Create buttons and update page layouts for initiating and managing approvals.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Key Objects

  1. Approval Rule: Defines approver and email notifications. This is the heart of Advanced Approval.
  2. Approval Condition: Specifies the logical statements that determine when approval is required.
  3. Approval Variable: Aggregates data from child records for evaluation in approval conditions.
  4. Approver: Represents the user or group responsible for reviewing and deciding on approval requests.
  5. Approval Chain: Represents a series of approvals that must occur in a specific sequence, linking multiple approval rules together.
  6. Email Template: Email templates are used for various approval-related communications, including approval requests, approvals, rejections, and recalls.
ERD made using the Salesforce DevTools chrome extension
ERD made using the Salesforce DevTools chrome extension

Deployment

You can recreate all your approval records in Production or use Data Loader, but Salto can make this process less painful.

  1. To deploy the Advanced Approval configuration using Salto, you can select the Sbaa dropdown.
  1. Make sure you manually update things like the Template ID field on the Email Template record and the Inbound Approval Email (Long) field on the Advanced Approval Configuration.

Hope that helps! See you on the trial!

WRITTEN BY OUR EXPERT

Dee Hamori

Salesforce Architect

Dee, a former pharmacist turned Salesforce architect, dedicates herself to streamlining business processes with automation. She actively supports the Salesforce community by mentoring career changers and leading Salesforce Saturday meetups. Dee shares her Salesforce insights through articles and conference talks. Beyond her professional life, she finds joy in tending to her plant collection, exploring the great outdoors in national parks, and immersing herself in the pleasures of reading and painting.