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Dynamic Approval Routing

Overview

  • 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
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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