A Sales Executive creates a quote.

Salesforce Salesforce-Media-Cloud Question Answer

A Sales Executive creates a quote. When the quote status is changed to Client Approved, it should automatically be submitted for approval. The approver needs to be a queue instead of an individual Salesforce user.

How can this be achieved in the system?

Invoke Approval Process created on individual QuoteLineItem and keep Queue as Approver.

Invoke Approval Process created on Opportunity linked to the Quote and keep Queue as Approver.

Invoke Approval Process created on a custom object having lookup to Quote and keep Queue as Approver.

Invoke Approval Process on Quote and keep Queue as Approver.

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Vendor: Salesforce
Product: Salesforce-Media-Cloud
Update on: Jul 28, 2025
Questions: 60

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A Sales Executive creates a quote.

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