About This Guide

With the Intelligent Workflow Approvals on Salesforce Administrator Guide, you can find out how Apttus Intelligent Workflow Approvals works and how to set up approvals for your customers.

Topic

Description

What's Covered

This guide is designed to provide administrators with information on setting up approvals within Apttus Intelligent Workflow Approvals. This guide covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce.

Primary AudienceAdmin users responsible for setting up approvals and users for Apttus Intelligent Workflow Approvals.
IT EnvironmentRefer to the latest Apttus Intelligent Workflow Approvals on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates

For a comprehensive list of updates to this guide for each release, see the What's New topic.

Other Resources
  • Intelligent Workflow Approvals SOAP API Guide: Refer to this guide for APIs provided to work with Intelligent Workflow and Approvals objects.


This guide describes the following tasks: 

  • Approval Functional End User Workflow

  • Configuring CPQ Approval Workflow

  • Configuring Intelligent Workflow and Approvals for Agreement and related Objects

  • Configuring Intelligent Workflow and Approvals for Custom Objects

  • Optional Configuration

Before using Intelligent Workflow Approvals, you must be familiar with the following:

  • Basic Salesforce administration

  • Salesforce and Apttus terms and definitions