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!
