salesforce cpq Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits UC's needs?

Question

Business

Micaela Downs

21 July, 10:53

salesforce cpq Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits UC's needs?

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Answers (1)

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Scarlett Solomon · Answer 1

D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.

Explanation:

Advanced approvals is a procedure followed by the staff of companies who seek approval for quotes. The approval request is scrutinized with the aid of the approval rules which checks to ensure that the standards are met. The approval requests are now sent to the staff designated as approvers to accept the request. When there are multiple approval requests that are meant to be sent simultaneously, the approval chain ensures that the multiple requests are sent to the approvers in parallel or sequence. The request can only be approved when all the approvers have accepted the request.

So, for Universal containers who wants to send requests simultaneously to two teams, the multiple approval steps can be set up in a single approval chain so that the approval requests are sent in parallel.