CPQ approvals

The approval process in Salesforce defines how records are approved. For example, when the sales rep provides a discount that is over a certain threshold, based on your company's business process, the rep needs to get approval on the quote from the sales manager. In this section, we will learn about the approval processes available in Salesforce CPQ.

Salesforce provides two types of approvals: standard approvals and advanced approvals. Standard approvals are available as part of a Sales Cloud license. Advanced Approvals is an add-on license through Salesforce and is a part of the CPQ+ license. Let's look at these individually.

Standard approvals

The standard approval process is linear in nature. The progression through the process is dictated based on the approval of the current step. When a quote is submitted for approval, it goes through a series of approvals from the sales manager to the finance director, as shown in the following figure:

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