Approvals Management Package

This section lists the objects in the Conga Approvals Management package.

ObjectsPurpose of the object
Ad hoc approval processDefines ad hoc approval process information for a specific business object.
Ad hoc approval groupDefines groups of approvers for an ad hoc approval process.
Ad hoc approverDefines approvers for an ad hoc approval group.
Backup/delegate approverAllows approvers and administrators to specify backup approvers. There is an option to transfer all pending requests from and to the approver and the backup approver on backup activation or cancellation. When this is in effect, the approvals engine automatically routes requests to backup approvers.
Approval requestDesignates an approval request created from an approval process.

Term exception approval condition

Required conditions for a given term exception approval.

Term exception approval

Required approvals for a given term exception.

Global discount policyDesignates global discount policies for six levels of approval.
Search filter (approvals)Represents a search filter.
Approval processDesignates an approval process defined in the system.
Approval request historyDesignates the history for an approval request created from an approval process.
Approval process instanceRepresents an instance of a single, end-to-end approval process.
Approval rule assigneeRepresents a single assignee in an approval rule entry.
Approval ruleRepresents a single rule in an approval rule set.
Approval matrixSpecifies user approval levels and authorized discount percentages.
Approval rule dimensionRepresents an approval rule dimension.
Approval rule entryRepresents a single entry in an approval rule.
ReminderSpecifies design time information for process step and subprocess reminders.
Reminder instanceSpecifies runtime information for process step and subprocess reminders.
Formula field (approvals)

Represents a formula field used in approval rules.

Conga Custom Approvals is a sophisticated workflow application for standard or custom objects that enables you to create and manage complex approval processes beyond the capabilities built into Salesforce. You can route approval requests to various approvers in series or in parallel and process notifications and actions at each step of the process.

Custom Approvals Management Package

This section lists the objects in the Conga Custom Approvals Management package.

ObjectsPurpose of the object
LicenseRepresents a license to enable the custom approval feature.