Revenue Cloud: Set Up Advanced Approvals | Expert Coaching

In this video, learn to set up Advanced Approvals, which will enhance your approval process with conditional approval logic in Salesforce CPQ.

Advanced Approvals requires several objects, buttons, and settings so that it can work with Salesforce CPQ.

0:00 Intro and Overview
0:20 Approval Processes
0:59 Advanced Approval
1:45 Demo: Approval Rules
3:55 Demo: Approval Conditions
5:30 Demo: Approval Variables
8:10 Demo: Rule Details
9:20 Demo: Approval Records
10:43 Demo: Email Templates
12:32 Demo: Tracked Fields
13:15 Recap and Next Steps

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Implement: Revenue Cloud: Set Up Advanced Approvals
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

[AndySheltonMusic]

Is this the new RLM Advanced Approvals (AA) from Winter 25? Why would you be promoting CPQ AA with RLM when RLM comes with a different AA solution?

[joannad]

Does this only work with Salesforce cpq?