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Salesforce CPQ Advanced Approvals Slack App

By Salesforce Labs

Accelerate approvals to realize revenue sooner

Free  

Never requires payment

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Business Need
Quotes & Orders

Salesforce CPQ Advanced Approvals Slack App accelerates approvals to realize revenue sooner. Upon Submitting a Quote for approvals in Salesforce, Approvers can view details & take actions in Slack while Submitters can see status changes real time.

Compatibility

Salesforce Editions
Enterprise
Additional Requirements
Additional Products needed for this app to work: Salesforce CPQ and Advanced Approvals managed packages, Enable Slack for Salesforce

App Details

Version
Salesforce CPQ Advanced Approvals Slack App/ver 1.1 1.1.0
Listed On
04/26/2022
Latest Release
02/16/2023
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 9
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
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.
1.1.0
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.
04/14/2022

Additional Details

This application enables communication between the Salesforce CPQ Advanced Approvals application and Slack. System admins can connect a Slack workspace to their Salesforce org, which enables the CPQ Advanced Approvals for Slack app in their Slack workspace. Salesforce users with a Slack profile can start Slack, click Connect, and follow the authorization process to connect their Slack profile with their Salesforce profile. This connection will enable the communication between Salesforce and Slack. When a user submits a Salesforce record for approval in Advanced Approvals, a Slack message is sent to the appropriate Slack users in the connected workspace. When an approval’s status changes in Salesforce, the Slack messages are updated in real time and the submitter is notified of the status change via a Message in the Slack App. In Slack, authorized users see the approval data and can take action. On the Home tab, users see a list of their open and closed approvals, filtered based on the approval’s assigned user in Salesforce. Users can filter based on available options on the Home tab. Release Update: Ver1.1: Fixes issue with notifications not being delivered to the App

Need help?

Salesforce Labs

San Francisco, CA, USA

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