First let us understand this trailhead module of building automated process for new Sales Team.
USE CASE -
For this project, you create an automated approval process for AW Computing’s new VP of North American Sales, Allison Wheeler. She’s requested an automated system for processing discount requests from her reps using these parameters:
- If a discount is requested for 15% or less, it’s automatically approved.
- If a discount is requested for more than 15%, it must be approved by a manager in the sales department—for U.S. reps, that's Courtney Brown.
- If a discount is requested for more than 40%, it must also be approved by Allison.
It involves 4 steps -
- Setting Up of your Org -
- Prior to setting up process automation, first set up Allison Wheeler with a user record so you can assign tasks to her later.
- Allison has hired Courtney Brown to fill the manager role. Add Courtney as a user, with the newly created role of manager, so you can assign tasks to her later.
- Before you create an approval process, you first add a few custom fields to your org. Custom fields let your sales team capture unique business information, such as the Discount Percentage and Approval Status fields you add in this step. You can add custom fields for each of the tabs and objects your organization uses, with a limit of 800 fields.
- Next, you set up two email templates—one to use when alerting requests that a discount is approved, and one to use when alerting requests that a discount is rejected. But first, create a folder to house your new templates. Now that you’ve got the prep work done, you’re ready to create an approval process. For Implementation of it check out on our channel. Click for setting up of org
2. Creating Approval Process Unit -
- You’ve added key users, created custom fields, and made the necessary email templates, so your org is prepared. Now you can start creating a new approval process for your sales team. And that starts by using the setup wizard to set some criteria and specify the approvers who are responsible for responding to approval requests.Create Approval Process Unit
3. Create Initial Submission Actions -
- An initial submission action occurs when a user first submits a record for approval. (By default, the record is locked. You unlock it in a bit.) In this step, you specify the parameters for approval outlined by Allison back in our first step, including who approves discounts based on the varying criteria.Create Initial Submission Actions
4. Create Final Submission Actions -
- The final step in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions happens when an approver rejects the request and it moves to the final rejection state. Based on the criteria set by VP Allison Wheeler, either she or a Manager may have actions to complete at this point, depending on the percentage of the discount requested. Create Final Submission Actions
