ADVANCED

APPROVALS IN
SALESFORCE CPQ
PRESENTED BY:

RAHUL (CPQ SPECIALIST)

WHAT IS ADVANCE APPROVALS?
• Package Installation : https://install.steelbrick.com/
SETTING UP ADVANCED
APPROVALS
• Advanced Approvals requires several objects, buttons, and
settings so that it can work with Salesforce CPQ.
• Advanced approvals are enabled for opportunities by
default. However, most sales reps also need to use
advanced approvals on quotes or other objects. Configure
an object to work with Advanced Approvals.
ENABLE AN OBJECT FOR
ADVANCED APPROVALS
CONT..

• Create Apex class and related test class

CONT…

• Create visualforce pages for Recall and submit for Approval

• https://help.salesforce.com/articleView?id=cpq_advanced_a
pprovals.htm&type=5
CONT…
CREATE ADVANCED APPROVALS
BUTTONS

• 1. SubmitQuote
• 2. RecallQuote
• 3. Preview Approval
URL:
/apex/sbaa__PreviewApprovals?Id={!SBQQ__Quote__c.Id}
SET UP PAGE LAYOUTS FOR
ADVANCED APPROVALS

• On your object’s page layout, add the Submit for Approval,

Recall Approval, and Preview Approval buttons.
• On your object’s page layout, add the Approval related list.
• On your Approvals page layout, add the Approve button and
the Reject button.
• If you’re using an object other than Opportunities for approval,
add that object’s API name as a value in the following locations.
• The approval chain field Target Object
• The approval rule field Target Object
• The approval variable field Target Object
APPROVAL RULE
APPROVAL CONDITION

• Approval Rule
• Enable smart Approval
• Filter Field
• Filter Type
• Filter Value
• Filter Variable
• Index
• Tested Variable
• Filter Variable
APPROVAL CHAINS
SMART APPROVALS

• When sales reps resubmit a recalled or rejected record for

approval, it can require approval from only the approvers or
approval groups that initially rejected it.
• Enable smart approvals by selecting Enable Smart
Approvals on an approval condition.
APPROVER FIELDS

• Delegated Approver
• Delegation End
• Delegation Start
• Group ID
• Unanimous
• User
ASSIGN APPROVERS DYNAMICALLY
BASED ON CRITERIA

• Create Formula field on Quote/Opportunity. Return Type

should be Text
• Select Object → Approval Rule → Approval field →API
name of newly create formula field
APPROVAL VARIABLES

• Approval variables aggregate data from child records for evaluation in an

approval condition.
• Aggregate Field
• Aggregate Function
• Combines with
• Filter Field
• Filter Value
• Operator
• Target Object
• Type: Summary approval variables evaluate several fields, while discount approval variables
evaluate a list price and a net price. If you’re using a summary approval variable, provide
values for the Filter Field and Filter Value fields. If you’re using a discount approval variable,
provide values for the List Variable and Net Variable fields.
THANK YOU
CHANGE IS THE END RESULT OF ALL TRUE LEARNING