Dynamically Assign Approvers

Dynamically Assign Approvers Based on Criteria

You can configure approvers based on specific criteria or formulas. Dynamically Assign Approvers to save timeFor instance, if you want the approver to be the regional manager associated with a sales rep’s opportunity, the system will automatically update to reference the new manager if there’s a change.

Required Editions to Dynamically Assign Approvers

Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later

Setting Up Dynamic Approvers

Create a Custom Formula Field:
- From Setup, go to Objects and select the object (e.g., Quote or Opportunity).
- In the Custom Fields & Relationships section, click New.
- Choose Formula as the data type, then click Next.
- Enter a field label and API name.
- Select Text as the formula return type, then click Next.
- Input your formula. For example, to reference the manager of the user who created the record, use CreatedBy.Manager.Id.
- Ensure that all potential users for this field have approver credentials.
- Define the field-level security settings and save the field.
Update Your Approval Rule:
- Navigate to your approval rule and click Edit Layout.
- From Setup, go to Objects and select Approval Rule.
- Click on Approval Field.
- In the Values list, click New.
- Add the API name of the field you created in the previous step.