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Dynamic Approval Routing
Overview
A dynamic approval process for opportunity discounts in which the approvers are based on the opportunity owner’s region and the account type associated with the opportunity. The process routes opportunity records through three levels of approval.
Support for dynamic approval request routing
Apex code and tests to support sophisticated routing rules.
Dynamic Approval Routing automates an opportunity discount approval process in which the approvers are based on the opportunity owner’s region and the account type associated with the opportunity. The process routes opportunity records through three levels of approval. In previous Salesforce releases, implementing this solution for an organization with two account types and three regions would require six separate approval processes: one for each combination of region and account type. Such an approach would be easy to manage with limited account types and regions, but if the account types increased to ten and the regions increased to five, the number of approval processes required would jump to fifty. Now this solution can implemented with a single approval process that uses routing rules stored in a custom object to dynamically determine where to route approval requests.
Categories
- Business Needs
- Admin & Developer Tools
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Native AppLightning ReadyEditable Code