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.
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 Audience||Admin users responsible for setting up approvals and users for Apttus Intelligent Workflow Approvals.|
|IT Environment||Refer to the latest Apttus Intelligent Workflow Approvals on Salesforce Release Notes for information on System Requirements and Supported Platforms.|
For a comprehensive list of updates to this guide for each release, see the What's New topic.
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