Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.
Key Features:
Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.
All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.
Configuration Steps:
Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.
Specify the behavior for the group in the Approval Step Settings.
Use Cases:
Use "Any group member may approve" for time-sensitive scenarios.
Use "All group members must approve" for critical approvals that require consensus.
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