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Suhaas Kapardhi B S Approval Process on Account
Hi , I am new to salesforce, I have a below scenario, I just wanted to know whether I nned to create a multiple approval processes or can I create one and do the required
If the Account’s Annual Revenue is > 0, then it will assign to “Initial Approval User” (Queue). If the Initial Approval User approve the case then it will go to next steps else it will be final rejection and update the case status to Rejected, if the Initial Approval User reject the case.
If the Account’s Annual Revenue is > 500, then it will assign to “Immediate Approval User” (Queue). If the Immediate Approval User approve the case then it will go to next steps else it will be final rejection and update the case status to Rejected, if the Immediate Approval User reject the case.
If the Account’s Annual Revenue is > 10,000, then assign it to “Yourself”. If the you approve the case then it will update the case status to Closed else it will be final rejection and update the case status to Rejected, if the Immediate Approval User reject the case. (mandatory)
Thanks & Regards
Suhaas
If the Account’s Annual Revenue is > 0, then it will assign to “Initial Approval User” (Queue). If the Initial Approval User approve the case then it will go to next steps else it will be final rejection and update the case status to Rejected, if the Initial Approval User reject the case.
If the Account’s Annual Revenue is > 500, then it will assign to “Immediate Approval User” (Queue). If the Immediate Approval User approve the case then it will go to next steps else it will be final rejection and update the case status to Rejected, if the Immediate Approval User reject the case.
If the Account’s Annual Revenue is > 10,000, then assign it to “Yourself”. If the you approve the case then it will update the case status to Closed else it will be final rejection and update the case status to Rejected, if the Immediate Approval User reject the case. (mandatory)
Thanks & Regards
Suhaas
I hope you can achive this with single approval process . You may need to add different approval steps based on Annual Revenue Amount .
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
I hope you can achive this with single approval process . You may need to add different approval steps based on Annual Revenue Amount .
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
As per my understanding you need to create 3 Approval procees,
below criteria:-
Approval process 1 Criteria:- Account’s Annual Revenue is > 0
Approval process 2 Criteria:- Account’s Annual Revenue is > 500
Approval process 3 Criteria:- Account’s Annual Revenue is > 10,000
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh
Thanks @mukesh gupta and Sai Praveen, It worked
Approval process 1 Criteria:- Account’s Annual Revenue is less than or equal 500
Approval process 2 Criteria:- Account’s Annual Revenue is less than or equal 10000
Approval process 3 Criteria:- Account’s Annual Revenue > 10,000