Approvals Rule Scenario
A driver goes to make a delivery to a customer, and the customer provides the driver with some updates on the information regarding the account. The driver must capture this information but it must be submitted for approval to the account manager... (internal company employee) ... what is the optimal solution to store the account update request in salesforce so that once it's approved. The customer account get's updated!
What do you guys think ?
1) Custom object "Account Changes" with fields that Drivers are allowed to request account changes for. This object can be set up as m/d to Account.
2) Quick Action with Flows on Account which Drivers can use to request Account Changes. This flow will create a child record with data entered by Driver. Status field on the custom object can be used to drive the Approval Process or automate changes to Account upon Approval.
3) Process Builder can be used to submit Account Changes records for an Approval and upon Approval, it can be also be used to update the parent Account records with new data.
