Results for “approvals”

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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Manage a Binance Web3 wallet through the baw command-line tool. Check balances, transfer or swap tokens, manage limit orders and token permissions, and access prediction markets and DeFi, blockchain-based financial services.

• Check wallet balances and transaction history
• Send tokens, swap assets, and manage limit orders
• Review and revoke token spending permissions

Guide Ramp setup and spending workflows in Paperclip using current official instructions. Account applications, card creation, payments, and financial data sharing require explicit approvals that define the permitted action, amount, and data.

• Prepare a Ramp account application
• Set up agent cards with approval
• Handle spending and payment approval workflows

Manage an AI-agent company in Paperclip through conversation. Set up the company, hire and configure agents, handle approvals, track tasks and spending, and review work products, with summaries and links to the relevant web pages.

• Setting up a company and its CEO agent
• Planning agent hires and reporting relationships
• Reviewing pending approvals and stalled tasks

Guide browser work inside the Claude desktop app, including reading page text, opening tabs, and handling existing sign-ins. Covers site approvals, browser visibility, and connection problems when a cloud session uses the desktop browser.

• Read web page text in the Claude desktop app
• Open a page in an additional browser tab
• Guide a user through sign-in or verification

Audit an AI agent's completion claims using existing logs, artifacts, approvals, and deployment records. Reconstruct the run and assess each claim separately, distinguishing proven results, partial support, contradictory evidence, and missing proof without rerunning the work.

• Checking whether an agent's completion report has supporting evidence
• Reviewing tool calls, retries, and checkpoint recovery
• Matching approvals and deployments to the same artifact

Review proposed features, campaigns, or business initiatives for applicable regulations, required approvals, and risks. Get a structured assessment with outstanding requirements and recommended actions to support review by qualified legal professionals.

• Reviewing privacy requirements before launching a feature
• Checking requirements for international data transfers
• Identifying compliance issues in marketing campaigns

Manage a crypto wallet through the onchainos CLI, a command-line tool. Check balances, send or swap tokens, bridge assets between blockchains, manage limit orders, track transactions, and inspect token approvals and security risks.

• Check wallet balances and transaction history
• Send or swap tokens
• Move assets between blockchains and track arrival

Audit wallet security by analyzing token approvals, permissions, and transaction patterns. Use when checking wallet security, reviewing approvals, or assessing risk exposure. Trigger with phrases like "audit wallet", "check approvals", "security scan", or "revoke tokens".

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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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Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find pending approvals, and the bulk-submit / bulk-action error-row handling. Covers when to use Apex-driven approval (system-initiated submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the Approval Process metadata definition itself (that's admin / declarative — see admin/approval-processes), NOT for Flow-based approvals (use flow/flow-orchestration-patterns).

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Set up human approval for agent-drafted messages to customers or partners. Bind decisions to exact text and destinations, record delivery evidence, and prevent outdated approvals or competing workers from triggering unintended sends.

• Require approval before sending customer replies
• Keep an audit trail of approved text and delivery
• Prevent old approvals from releasing revised drafts

Handle tasks managed by Paperclip by reading their context, saving documents and deliverable files, updating progress and blockers, and coordinating delegated work. The skill provides procedures for short agent runs, approvals, and traceable task updates.

• Resuming assigned work with its latest task context
• Delivering documents and downloadable files on a task
• Recording completion, dependencies, or pending questions

Review a connected Paperclip team's agents, projects, tasks, and pending approvals. Summarize active work, blockers, unavailable agents, and decisions requiring attention, with task references and approval links so the user can inspect the findings.

• Getting an overview of ongoing team work
• Finding blockers and unavailable agents
• Reviewing decisions awaiting approval

Build web apps connecting a CopilotKit React interface to agents hosted in Microsoft Foundry. Covers AG-UI, the communication protocol between them, plus tool approvals, conversation history, shared state, deployment, debugging, and dependency upgrades.

• Build a chat interface for a Foundry hosted agent
• Add approval screens for agent tool execution
• Investigate failures across the agent and web interface

Guide a newly connected user through an agent's capabilities with a brief greeting and gradual introduction. The skill adapts to whether they want a tour or immediate help, while explaining natural conversation, approvals, and access control.

• Greeting users when a channel is first connected
• Introducing capabilities one at a time
• Explaining approvals and access control

Process vendor bills, assign accounting categories, check cash forecasts, and prepare a payment run for approval. Separate approvals for recording bills and paying them help owners review both the accounting entries and the proposed spending.

• Process a backlog of vendor bills
• Check available cash before paying bills
• Prepare this week's payment list

Prepare a deployment checklist covering tests, approvals, database changes, release steps, and monitoring. Tailor it to the release and document rollback triggers, the conditions for reverting a change, before production deployment begins.

• Prepare checks for an upcoming production release
• Review a release with database migrations
• Verify feature flags and CI status before deployment

Track code changes in structured JSON records, including reasons, test results, progress, and approvals. Save remaining tasks and key decisions so another AI session can understand the work and continue from the recorded handoff.

• Handing unfinished work to another AI session
• Recording why code changed and how it was tested
• Reviewing progress and approvals for each change

Review test files and manual verification records for development tasks. Check whether expected behavior, edge cases, screenshots, and required approvals are covered, then report evidence gaps and distinguish completion blockers from advisory improvements.

• Reviewing test evidence for a single development task
• Auditing evidence across a sprint or system
• Checking screenshots and required visual approvals

Handle critical bugs in a released game through an emergency workflow. Investigate the cause, prepare a minimal fix, track reviews and tests, and verify the fix reaches development branches, with deployment approval and post-release checks recorded.

• Responding to crashes or data loss in a released game
• Preparing a minimal emergency patch
• Tracking patch approvals, tests, and rollback plans

Work through design or implementation choices one at a time, with concise context and clear alternatives. You can also review completed code change by change, recording decisions, approvals, and requested revisions in a final table.

• Compare design choices one decision at a time
• Resolve implementation choices with recorded answers
• Review completed code in logical steps

Prepare a deployment checklist covering tests, approvals, database changes, release steps, and monitoring. Tailor it to the release and document rollback triggers, the conditions for reverting a change, before production deployment begins.

• Prepare checks for an upcoming production release
• Review a release with database migrations
• Verify feature flags and CI status before deployment

Design enterprise AI and automation product pages that explain permissions, approvals, audit records, and recovery from failures. Organize verified metrics and case studies, accessible workflow details, and demo or waitlist forms that clarify what happens next.

• Redesigning an enterprise AI product page
• Explaining permissions and approval workflows
• Presenting verified security controls and case studies