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Approvals for Salesforce

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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Approvals for Salesforce

Optional Configuration

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Changing the Default Approvals Process User Interface

Conga Approvals provides a default wizard-like set of pages that guide you through creating approval processes and term exception approvals. You can change this behavior and use the standard Salesforce page instead. Changing the setting does not affect the object values, but you lose creation and editing process guidance when you change to the standard Salesforce page.

To change the default Intelligent Approvals Process UI

  1. Go to Setup > Objects and click Approval Process.
  2. From the Buttons, Links, and Actions related list, click Edit next to the Approval Processes tab, selecting ApprovalProcessDefnList (Visualforce Page, Package: Conga Approvals) by default.
  3. From the Salesforce Classic Override field, select the Standard page and click Save .
  4. From the Buttons, Links, and Actions related list, click Edit next to View, selecting ApprovalProcessDefn (Visualforce Page, Package: Conga Approvals) by default.
  5. From the field, select the Standard page and click Save .
  6. Repeat steps 4 and 5 for Edit and New.
When you access the Approval Processes tab and create an item, view, or edit an existing item, the standard Salesforce page appears instead of the step-by-step wizard pages. To revert to the default approval process UI, follow the steps above and revert the settings to ApprovalProcessDefnList (Visualforce Page, Package: Conga Approvals) and ApprovalProcessDefn (Visualforce Page, Package: Conga Approvals).

To change the default term exception approvals UI

  1. Go to Setup > Objects and click Approval Process.
  2. From the Buttons, Links, and Actions related list (next to Edit), click Edit, selecting "TermExApproval (Visualforce Page, Package: Conga Approvals)" by default.
  3. From the Salesforce Classic Override field, select the Standard page and click Save.
  4. From the Buttons, Links, and Actions related list (next to New), click Edit.
  5. From the Salesforce Classic Override field, select the Standard page and click Save.
When you access the Term Exception Approvals tab and create a new item or edit an existing item, the standard Salesforce page appears instead of the step-by-step wizard pages. To revert to the default Term Exception Approvals UI, follow the steps above, reverting the settings to "TermExApproval (Visualforce Page, Package: Conga Approvals)".
Administrator Guide
Salesforce
Approvals

February 11, 2025