Approvals

Approval conditions test to see if approval is needed for certain records by comparing two things.

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

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

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

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

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

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.