Revenue Cloud: Set Up Advanced Approvals | Expert Coaching
In this video, learn to set up Advanced Approvals, which will enhance your approval process with conditional approval logic in Salesforce CPQ.
Advanced Approvals requires several objects, buttons, and settings so that it can work with Salesforce CPQ.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:20 Approval Processes
0:59 Advanced Approval
1:45 Demo: Approval Rules
3:55 Demo: Approval Conditions
5:30 Demo: Approval Variables
8:10 Demo: Rule Details
9:20 Demo: Approval Records
10:43 Demo: Email Templates
12:32 Demo: Tracked Fields
13:15 Recap and Next Steps
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Implement: Revenue Cloud: Set Up Advanced Approvals
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