Results for “approval-workflows”

Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.

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Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and the managed package's permission sets. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard non-CPQ Salesforce approval processes - use admin/approval-processes. NOT for CPQ price rules and discount schedules - use admin/cpq-pricing-rules.

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Design, review, or troubleshoot Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval', 'approvalProcess metadata', 'ProcessInstanceWorkitem', 'recordEditability', 'process order', 'no approver found', 'pending approval'. NOT for submitting or acting on approvals from Apex - use admin/approval-process-apex-patterns. NOT for CPQ Advanced Approvals (SBAA rules and chains) - use admin/cpq-approval-workflows. NOT for multi-stage cross-object orchestration with SLAs - use flow/orchestration-flows.

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Expert en agents avec boucle humaine (workflows d'approbation, escalade, intégration feedback, supervision)

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