Build a Discount Approval Process

Prepare Your Org

This example project involves creating an automated system for processing discout requests based on the following:

• If a discount is requested for 15% or less, it’s automatically approved.
• If a discount is requested for more than 15%, it must be approved by a manager in the sales department—for U.S. reps.
• If a discount is requested for more than 40%, it must also be approved by someone else as well.

• In order to set up approvers for approval processes, access users via: Setup » Quick Find » “Users” » Users » Users » Edit next to a user » Approver Settings (at bottom) » Manager
• Custom field names and labels must be unique for a given object to avoid merge and display issues. For example, instead of creating a field labeled “Email” if a standard field labeled Email already exists.
• Add (classic) email templates via: Setup » “Classic Email” » Classic Email Templates
  • These templates can reference merge fields to personalize the email content. Examples:
    • {!Contact.FirstName,Sir or Madam}
    • {!NullValue(Contact.FirstName,"Sir or Madam")}
    • {!Opportunity.OwnerFullName}

Create an Approval Process

• Access Approval Processes setup via: Setup » Quick Find » “Approval” » Approval Processes » Select 1 of 2 Setup Wizards

Create Initial Submission Actions

• An initial submission action occurs when a user first submits a record for approval.
• There are four items that must be specified when creating an approval process:
  1. Initial Submission Actions
  2. Approval Steps
  3. Final Approval Actions
  4. Final Rejection Actions
• There are four types of actions available: Task, Email Alerts, Field Update, Outbound Message

Specify Final Approval and Rejection Actions

• Final approval actions occur when all required approvals are obtained.
• Final rejection actions occur when an approver rejects the request and it moves to the final rejection state.