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.