Approval Process Automation
Nigel Long
Sales Manager
Business Strategist
Salesforce
Aptean
Project Objectives:
Primary Goal:
Introduce an advanced approval process for discounts applied to quotes for a variety of product lines, regions, and submitters.
Key Objectives:
Sales Reps can submit quotes for approval and various stakeholders can approve or reject requests.
Approval process is dynamic and accounts for approvers who are out of office.
Scope and Deliverables:
Scope: Updates to Salesforce approval process and related objects
Deliverables:
Front-end-facing solution to allow for dynamic approvals
Approval process configuration for current team hierarchy
Documentation and training on new processes
Challenges and Solutions:
Challenges Faced:
Scope creep specific to region and submitters, as original scope only involved discounts applied by product line
Solutions Implemented:
Modified front-end solution to account for different regional discount practices
Modified automation rules to ignore submitters of particular profiles.
