Approval Process Salesforce

When dealing with the everyday work of sales, there is often a need for approval or verification by managers or supervisors of the correctness of actions performed by employees, such as:

  • compliance of the completed data in the offer to the customer,
  • amount of discount,
  • validation for major operations,
  • or even taking a vacation by an employee.

Salesforce, to facilitate work and limit personal contact with the employee, offers Approval Processes that allow the button to send messages to the approver, who after checking can evaluate the given request by approving, blocking or sending for correction along with comments.

If you would like to introduce such a solution in your company, we will gladly advise you on how to tailor such a solution for you as well as we can build such a solution from scratch for your organization.

ME PL Solution Team

Leave a comment

Your email address will not be published. Required fields are marked *