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My Items to Approve - Advanced Approvals for Salesforce CPQ

By DoubleTrack

Consolidated Advanced Approvals List View for Salesforce CPQ

Free  

Never requires payment

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Business Need
Productivity
Requires
Revenue Cloud CPQ
Compatible With
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Must have Salesforce CPQ and Advanced Approvals packages installed and appropriately licensed.

App Details

Version
My Items to Approve - Advanced Approvals for Salesforce CPQ (by Axia CPQ)/Spring 2025 1.7.0
Listed On
06/17/2019
Latest Release
05/29/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/17/2019

Additional Details

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.

Need help?

DoubleTrack

Minneapolis, MN, United States

Please reach out to report any bugs, feature requests, or version compatibility issues.

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