Download page Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide.
Intelligent Workflow Approvals on Salesforce Spring 2020 Administrator Guide
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 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.
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: