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Nisha Babu
Approvals
Hi,
How to implement it.
All expense requests must be submitted to managers for approval. Expenses exceeding $10,000 must also get approved by Company Owner.
With Regards,
Nisha
How to implement it.
All expense requests must be submitted to managers for approval. Expenses exceeding $10,000 must also get approved by Company Owner.
With Regards,
Nisha
You need to you Approval Process feature here.
Approval Process:
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that meet certain administrator-defined criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
You would require to set two approval process with the condition Expense > $10000 or not and submit the record for approval for appropriate user.
Read: https://help.salesforce.com/apex/HTViewHelpDoc?id=approvals_creating_approval_processes.htm&language=en
Thanks
Shashikant