Big Idea or Enduring Question: How do you send an opportunity / Quote / Account approval request to a queue? Objectives: After reading this blog, you’ll be able to: Understand what a Queue is. Use filters and conditions to design a process. Understand the Submit for approval action in Salesforce
Tag: Send approval request to queue
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,