Hi - What are some ways that you are making you approval processes for Quotes more efficient?
Smart Approvals is one thing to think about but what are some others?
Any thoughts are appreciated - Thanks!
#Quotes #Advanced Approvals
We use advanced approvals for CPQ. If the sales rep recalls the approval to make changes to the quote and then resubmits, the recalled approvals still show up in approval list view. It is causing confusion all around.
I know based on https://help.salesforce.com/s/articleView?id=000380239&type=1 that we can't delete the recalled approvals. Is there a way to hide them from view?
Deanna, you could create a custom list view with criteria that filters out the recalled approvals, the filter criteria could be based on the status or any other related fields
I have two approval processes that need to be on an opportunity.
1 - if a checkbox (service checkbox) is true, send approval processes to x employee for approval.
2 - if an approval process field contains (2.3 - 2.5) send approval process to x employee(s)for approval. This is for pricing, discounts, etc.
I cannot seem to get both to work on the opportunity. Some will have both, some will only have one selection that meets the criteria.
Any suggestions would be greatly appreciated.
Hello,
We have a user that has the ability to approver for all other approvers without using the delegate path or the reassign path. They have a permission set that allows them to Modify All Data.
We now have another user that needs that same access. So, I gave them the Modify All Data permission set and they cannot approver for other approvers.
Except for a few difference in the permission sets these users look to be setup the same.
What else should I look at to determine why they cannot approve (or reject) on others behalf?
Thank you.
To update this the user can change to approved (ore rejected0 if they go into the actual Approval record. They cannot approve or reject via the hyperlinks for approved or rejected.
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you can add them to a group or use a flow to send out an email when the approval record is created
Hello all,
We came across a situation where the approval request was send that quote was now pending approval. However, the approver (Sales Engineer) is no longer with the company but we can't remove that person as the SE on the deal due to reporting requirements. So my SalesOps team tried to change the approver on the actual approval that was sent out but they see lock icons on "Approver" and "Assigned to" fields in the approval record. They have CPQ and AA user and admin permission sets as well as their ops profile has modify all permission enabled.
As an admin, i can change the "Appover" and "Assigned to" fields.
What permission are they missing?
Hi @Nik Rentas - I agree with Brandon, can you cross check with the below article if the permission is set rightly
https://help.salesforce.com/s/articleView?id=sf.cpq_aa_reassign.htm&type=5
Thanks!
Hi,
Need some help to figure out how to make multiple approval chains dependent on each other. I'm doing multiple approval chains because we need two approvers to approve at the same discount level. If I put them in a approval group, only one has to approve when we want both to have to approve. So we are investigating using multiple approval chains.
Issue is that we don't want the approval request from the second approval chain to be requested until the first approval level in the first approval chain has been approved.
For example -
Chain 1 Chain 2
Level 1 - requested
Level 2 - assigned Level 2 - assigned
Then once Level 1 approves in Chain 1, then:
Chain 1 Chain 2
Level 1 - approved
Level 2 - Requested Level 2 - Requested
Only when both level 2 approvers have approved, then the quote is approved.
Ideas greatly appreciated. #Salesforce CPQ & Billing
Hi Emily,
If you want to use groups for approval and require that all members of a group must approve before the Approval is approved, you can set the Unanimous field on the group's Approver record to TRUE. This will ensure that all members of the group must approve.
When using Approval Steps and Chains, it is my understanding that Advanced Approvals will always trigger the "first" approval in a chain, regardless of step (which is consistent with your diagram and reported results).
If you set the Approver group to be unanimous with the Level 2 approval in Step 2, would that meet the requirement?
Hello,
I created an approval process on the opportunity and I am running into this issue. So When a record gets approved I have it setup that the record gets unlocked pending approval. the record does lock when the approval process is submitted and the submitter get to choose their delegated approver. So in some case after a record is approved it is still giving this error message for users: This record is locked, please contact your administrator. This shouldn't be happening. Upon more investigating when I go to the OPP related list under approval history the approval request shows pending even tho it was verified and approved. So I have to approve each one that comes in. Can anyone help??
@Eric Pulliam - Hi Eric, having the same exact issue here. Found that if I de-activate the process and re-activate it, it releases the record, but can't possibly do that every time a record goes through this process. Have you found a solution?
Thanks.
Hi,
We are looking at modifying our discount approvals for the next quarter and we will need to have the same range of discount be approved by two approvers. I've created separate discount approval conditions where the range is the same but there are two different approvers. How do we adjust the price rule to be able to act on the two approval levels being returned in the query.
Or is there a better option in adding multiple approvers that approve the same discount range but need to approve sequentially.
Thanks in advance for your help. #Advanced Approvals
Hi,
We have approval chains. Can I put multiple approvers at the same level in the chain? Or is the better option to use approver groups?
We recently added a new email domain, and I added the new domain to the list of acceptable email domains in our email service using the ApprovalEmailHandler, however, I am getting error emails stating that " The attached email could not be processed because: person@newemaildomain.com is not authorized to send emails to this service." Is there another place I need to enter the new domain name? Is there a limit to the number of domains that can be handled by the ApprovalEmailHandler because we currently have 8 listed.