---
schema_version: "1"
id: 7461971be0e683b15e8b50f9cc5766db50351f7495612c73aec207340fa017e7
title: Approval Flows for Offers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/offers_setup_approval_flows.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.offers_setup_approval_flows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5936d01813ef7d7b8a1b7cf961abe97e02300ebe9e45b3dd3057211cb882fbd2
description: The flow templates for offer approval are designed to manage the end-to-end offer review and approval process across departments. The flow templates mimic the approval lifecycle that most companies align with. Admins can customize the flows based on the company's unique review process and requirements.
products:
  - Marketing
release: "264"
---
# Approval Flows for Offers

The flow templates for offer approval are designed to manage the end-to-end offer review and approval process across departments. The flow templates mimic the approval lifecycle that most companies align with. Admins can customize the flows based on the company's unique review process and requirements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management</td></tr></tbody></table>

## Flow Templates

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:40%">
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22086e70">Flow Template</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22086e73">Purpose</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22086e76">Customizations</th>
          </tr>
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            <td data-label="Flow Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e70 ">Offers: Run Offer Through Approval Workflow</td>

            <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e73 ">The flow is designed to take an offer through the approval lifecycle stages.
              Before starting the first approval stage, the flow verifies whether the offer
              consists of all the information required to start approvals. The flow automates the
              sequential movement of the offer from one department to another, including managing
              rejections. After the final approval, the offer is activated.</td>

            <td data-label="Customizations" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e76 ">
              <p>When customizing the flow, you must add the people who the offer is sent for
                approval at each approval stage.</p>
              <p style="margin-bottom:0;">The flow has two required variables to get the
                details of the person who submitted the offer for approval and their submission
                comments. Make sure to pass these variable values into the flow.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e70 ">Offers: Set Offer Status from Approval Stage</td>

            <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e73 ">The Offers: Run Offer Through Approval Workflow flow runs this flow. This flow
              sets the status of offers based on whether offers are ready for the approval
              lifecycle and the decision made by approvers.</td>

            <td data-label="Customizations" class="slds-cell-wrap" style="vertical-align:top;" headers="d22086e76 ">When customizing the flow, you can change the statuses that offers are set to
              based on the offer statuses that your company uses.</td>

          </tr>
        </tbody>
      </table>

By default, the templates create autolaunched flows that require users to manually submit offers for approval. To submit offers automatically based on the status, use record-triggered flows. For example, configure a record-triggered flow that submits an offer for approval when its status is changed to Pending Approval.

See [Make Autolaunched Flow Approval Processes Available to Users](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_deploy_allow_users_to_submit_approval.htm&type=5&language=en_US) and [Getting Started with Record-Triggered Flows](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_get_started_record_triggered_flows.htm&type=5&language=en_US).