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Kate Starostina Question about approval process
We have the following role hierarchy in our SF org:
CEO - CFO - VP Sales - Sales Support - Regional Manager
I am setting up approval process for our quotes. The idea is that the Sales Support role will generate the quotes. So for example, if I select a certain discount level needing approval by regional manager, if a person in the sales support role does the quote, it is my understanding that the regional manager won't be able to approve it? If so, why? Also, would people in the Sales Support role be able to approve each other's quotes and/or their own?
CEO - CFO - VP Sales - Sales Support - Regional Manager
I am setting up approval process for our quotes. The idea is that the Sales Support role will generate the quotes. So for example, if I select a certain discount level needing approval by regional manager, if a person in the sales support role does the quote, it is my understanding that the regional manager won't be able to approve it? If so, why? Also, would people in the Sales Support role be able to approve each other's quotes and/or their own?
HI Kate, the purpose of role hierarchy is to define the data/record sharing structure. For approval proceses, you would need to define managers on user records. You can also specifiy individual people who can approve records, in your approval process.