Approvals

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9
Feb
Salesforce CPQ: Advanced Approvals Conditions

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

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27
Jan
Salesforce CPQ: Advanced Approvals Variables

Approval Variables are an Advanced Approvals object. Simply put, they are a number that represents the result of evaluating multiple records and can be compared to roll-up summary fields.

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19
Jan
Salesforce CPQ: Dynamic Approvals and Delegated Approvers

If Dynamic approvals within Advanced Approvals package for Salesforce CPQ don't work with delegate approvers find out in this blog post what might be causing this issue.

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3
Nov
Salesforce CPQ: Advanced Approvals Chains

You have to keep in mind certain important things regarding approval chains when you submit any approval that has multiple approval chains and unchained rules. 

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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.

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22
Sep
Salesforce CPQ: Advanced Approvers

When we create an Approver record, we can assign it to a user in Salesforce or a group of users. It is also possible to set up dynamic approvers based on more complex criteria.

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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.

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