Dynamic Approval Routing Sample Solution

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Dynamic Approval RoutingSample Solution
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Scenario

• Automate opportunity discount approval process
  with three levels of approval where authorized
  approvers are based on the opportunity owners
  region and the account type associated with the
  opportunity

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Sample Routing Matrix
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Approval Processes - Before Spring 08

• Static approval processes
• Two account types and three regions would require
  six separate approval processes one for each
  combination of owner region and account type
• Ten account types and five owner regions would
  require fifty approval processes

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Approval Processes - With Spring 08

• Dynamic approval routing
• One approval process to manage all combinations
  of account type and owner region

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Sample Solution
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Sample Solution - Installation

• Download package into your DE/EE/UE org
• If your Salesforce account does not have at least
  three active users, uncheck the Ignore Apex test
  failures checkbox when you install the package
• Perform the customizations documented in the
  README included in the package