I have a requirement where I need to create a workflow which will send an email to the Manager who will approve all the territory change requests.
Users in the system will be have a custom button on the Account detail page where in user clicks that button which will trigger the Territory Approval workflow.
Manager then verifies that account and changes the territory of that account.
Please help me out how to start for this requirement as I am new to programming.
Thanks.
Other Information:
There will be a date field on Account based on which we will create territory assigment rules. When that value equals something, align that account to this territory.
Standard field on Account i.e territories will be having all the information of the territories that account is aligned to.
1 answer
Hey Shravan,
Very little core programming is needed here. All of this should be do-able with standard point and click functionality.
Once you create your Approval, you'll be able to add a button to the Account layout called 'Submit for Approval'...
To get started- I recommend reading this over: Creating Approval Processes.
Hope that helps.
Best,
David
Duckyforce.com
