Activity Forums Salesforce® Discussions How to auto approve opportunity in Salesforce?

  • Anjali

    Member
    September 25, 2020 at 10:28 am

    Auto-Approval in a Multi-Step Salesforce Approval Process

    1. Name: Opportunity Approval.
    2. Entry Criteria: StageName = 'Pre-Contract'
    3. Criteria: Amount > 1000, else approve record. Approvers: Bobby or Billy, whoever responds first.
  • Sumit

    Member
    September 28, 2020 at 11:27 am

    Auto-Approval in a Multi-Step Salesforce Approval Process

    1. Name: Opportunity Approval.
    2. Entry Criteria: StageName = 'Pre-Contract'
    3. Criteria: Amount > 1000, else approve record. Approvers: Bobby or Billy, whoever responds first.
  • Marziya

    Member
    September 28, 2020 at 2:37 pm

    Name: Opportunity Approval.
    Entry Criteria: StageName = 'Pre-Contract'
    Criteria: Amount <1000, else approve record. Approvers: Bobby or Billy, whoever responds first.

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