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My Items to Approve - Advanced Approvals for Salesforce CPQ

Consolidated Advanced Approvals List View for Salesforce CPQ

Overview

Enhances Advanced Approvals for Salesforce CPQ to bring user- & group-based approval requests into a single, actionable list view. DoubleTrack is a registered Salesforce consulting partner. Contact us for CPQ implementation, support, & managed services.

1 of 2

  • View all Approvals assigned to your User or any Group of which you are a member

  • Take action--Approve, Reject, or Reassign right from the homepage

  • Add the component to the Salesforce mobile app or any Lightning Page

Advanced Approvals and Salesforce CPQ are a powerful combination, but out-of-the-box there is no easy way to review and take action on a full list of approvals that are assigned to you or a group of which you are a member. This Lightning Component offers you a consolidated, actionable list view from any Lightning Page that makes reviewing--and clearing--your "Items to Approve" queue as simple as logging in. UPDATES: Version 1.5.0 | July 30, 2020 (Summer '20): Minor patch to filter out Approval records where sbaa__Archived__c is TRUE.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile

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