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Salesforce CPQ Advanced Approvals Slack App

Accelerate approvals to realize revenue sooner

Overview

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.

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  • Optimize your sales approvals in Slack: Streamline your approvals process on the platform where your teams work most efficiently

  • Accelerate time to close by routing sign-offs to the right team: Move deals forward with customized flows that connect every stakeholder at the right time

  • Unify your sales processes on the #1 Platform for Growth: Realize the value of the interconnected Salesforce solution set, data cohesiveness, and reporting power

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

Categories

Business Needs
Quotes & Orders
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

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