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Approvals for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Approvals for Advantage Platform

Approvals for Administrators

My Approvals Component Configuration in Salesforce

In Salesforce CPQ, when a Cart, Proposal, or Collaboration Request is submitted for approval, Conga Approvals on the Advantage Platform manages the request. You can access these requests by adding the RLS Approval Lightning Web Component (LWC) to the appropriate record detail page—either the Proposal, Quote, or Collaboration Request page.

The RLS Approval LWC includes a My Approvals button for Cart, Quote, and Collaboration Request objects. It is part of the Conga CPQ (RLS) managed package. After installing the managed package, you can add this component to any object's record detail page using Lightning App Builder.

This topic describes how to configure access to My Approvals (Cart) and My Approvals (Quote) from the Quote or Proposal detail page. You can apply the same steps to add the RLC Approvals LWC to the Collaboration Request page, enabling the My Approvals button for collaborator cart requests.

Note:

  • The RLS Approvals LWC component is designed to work exclusively within the Lightning Experience interface in Salesforce. It is not supported in Salesforce Classic.

  • My Approvals Lightning components are now included in the Conga CPQ (RLS) managed package. We recommend using the managed package components instead of custom logic for better support and compatibility.

Adding an RLS Approval Component to a Salesforce Object

  • Enable Third-Party Cookies: Your browser must allow third-party cookies to ensure seamless authentication and data access.
  • Allow Pop-Ups: Configure your browser to always allow pop-ups to prevent any interruptions in system functionality.

  • Install the Conga CPQ (RLS) Package version 3.129 or above. For more information on installing, see To Install the Conga CPQ (RLS) package topic in the CPQ for Administrators guide.

  • Update the APTS_RLPInstanceSettings admin setting with the approvals endpoint URL, https://<domain name>/approvals/my-approvals. The endpoint URL is specific to the environment you are connected to.

    Add the query parameter hideNav=true to the endpoint URL to open the My Approval page without navigation headers. For example: https://<domain name>/approvals/my-approvals?hideNav=true

  1. Log in to Salesforce > Go to Setup > Object Manager.
  2. Click Quote/Proposal to view the quote/proposal details page.
  3. From the left pane, click Lightning Record Pages. A quote proposal record page is displayed.
  4. Click Edit.
  5. From the left pane, drag and drop RLS Approvals (available under the Custom-Managed list) to the right pane. The RLS Approvals component is added to the page.
  6. To customize the behavior of the RLS Approvals component, select it on the page. The following options appear in the right pane:

    • Display in Embedded View: Opens approvals within the same browser tab or window. When disabled, approvals open in a new tab or window.

    • Hide Cart Button: Hides the My Approvals (Cart) button from the component when enabled.

    • Hide Quote Button: Hides the My Approvals (Quote) button from the component when enabled.

The RLS Approvals LWC component is added to the page.
You can click the My Approvals (Cart) and My Approvals (Quote) buttons to access the corresponding approval requests.
Administrator Guide
Conga
Approvals

October 6, 2025