Approval workflows are unique to each organization’s marketing needs and business processes.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create processes: | Customize Application |
Approval workflows should account for how you want to route submitted fund claims, how you want to filter and evaluate them, and what notifications you want to send out. A few guidelines for planning your approval workflows:
- Email Templates: Create email templates for each stage of the approval process that you to send notifications for.
- Routing: Screen fund claims by record type and submit all fund claims for approval.
- On Submission: Identify what field values change on the field claim on submission, for example the fund claim status. Decide if the fund claim record must be locked until it is approved or rejected.
- Evaluation: Decide what qualifies a submitted claim to be considered for approval. Determine any thresholds, filter criteria, and stages you want to filter by.
-
Approval: Decide who to route the submitted claim to. Typically, this is the channel
account manager or the financial department. Decide what happens on approval.
- Change the Fund Claim Status to approved.
- Send an email notification to the partner user.
- Rejection: Decide what criteria disqualify a fund claim. Set the Fund Claim Status to rejected. Send an email notification to inform them of the rejection. Unlock the claim record so partner user can modify and resubmit if necessary.
For detailed instructions, see the approval workflow documentation in the Salesforce Help