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Under our Zordial Laboratory program, "Explore the More," we explored the Automated Approval Process in Salesforce.

Module: Automated Approval Flow Based on Discount Percentage on Opportunity

Use case:
Sales teams sometimes apply discounts when closing deals. However, higher discounts require more stringent approval to protect revenue.
Low Discounts (Less than or equal to 15%): Can be approved by Sales Manager
High Discounts (greater than 15%): Must be approved by Regional Sales Director

Problem Without Automation:Manual tracking and email-based approvals can lead to delays, confusion, and missed approvals.


Solution:
Configure Salesforce Approval Process:
1. Entry Criteria: Opportunity Approval status is ‘Draft’ and has a Discount field populated.
2. Approval Steps:
1. Step 1 (Less than or equal to 15%): Routed to Sales Manager
2. Step 2 (Greater than to 15%): Routed to Regional Sales Director
3. Email Notifications: Sent to approvers automatically.
4. Final Actions:
1. If approved, the opportunity approval status is updated to “Approved.”
2. If rejected → Status updated to “Rejected.”

Much appreciated, Pinky Gupta, for such wonderful presentation

Topics Covered:
Automated Approval Flow Based on Discount Percentage on Opportunity

Presented By:
Pinky Gupta

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