Advanced Approvals (Salesforce)

COMING SOON! This course covers Salesforce Advanced Approval manage package. It covers concepts, custom configuration, and implementation for any object in Salesforce that you want to wrap around an approval process. Advanced functionality such as Smart Approvals is also explained.

Gilles Muys · January 12, 2025

 The Advanced Approvals package was originally created by SteelBrick to support complex approval requirements for SteelBrick CPQ. However, it was designed without any dependency on the CPQ managed package, and instead comes pre-configured for the Opportunity object.

This course not only goes through all the concepts of Advanced Approvals, but it also guides you through configuration against the CPQ Quote object. What you will learn in relation to enabling advanced approvals on the CQP Quote object is applicable to any other object in Salesforce that you want to control via approvals.

Once you complete this course, you should have a thorough understand of what Advanced Approvals are, their capabilities, and how to configure, design and implement the package for any object in Salesforce.

You will have access to this course for 90 days from enrollment date.

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Course Includes

  • 8 Lessons
  • 37 Topics