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lalikuma
Known Participant
February 4, 2024
4. Future Consideration

Feature Request se case building for Salesforce - Enterprise-Approvals

  • February 4, 2024
  • 6 replies
  • 61 views

We use the Salesforce system as the core platform to for Sales / business expenses.

Our Sales Team uses various approvals in Salesforce it went for necessary approvals.

We have a lot of delay on those approvals, as they went through email and Portal.  Approvers need to click on the URL - > Login into the platform and then click on Submit.

The targeted audience is usually the top executives, senior directors, and managers.

We really want to enhance the Customer experience by providing single-lick approvals like we are doing with Workday and ServiceNow.

Below are the Use cases we want to build.

  • Approval of salesforce transactions.

Thanks

    6 replies

    dluckadoo
    Employee
    February 8, 2024

    @lalikuma ,

    Looking at the Salesforce API documentation here, it appears this would be possible to do as an Event-triggered Path. My concern would be whether or not the bot could submit the approval on behalf of the approving user; if so, this is a very straight forward use case. 

    If you cannot submit the approval on behalf of the approver, then you could configure the bot service account as an approver so that the bot can submit the approval, then add a comment to the approval with the name/email of the actual approver. The API above seems to facilitate adding a comment at the same time as submitting the approval, so this does not seem much harder than if you could submit the approval on behalf of the approver. It’s worth noting that the approver would show as the bot service account, while the comment added would show the actual approver.

    Let me know if I can clarify any of the above, or if you have any follow-up questions!

    Dray

    Dray
    kyril.remillard
    Community Manager
    February 12, 2024
    1. New3. Existing Functionality/Native Skill
    lalikuma
    lalikumaAuthor
    Known Participant
    February 13, 2024

    @kyril.remillard - Is this supported within the Native configuration with Salesforce ??

    Lalit Kumar
    dluckadoo
    Employee
    February 16, 2024

    Salesforce is not in our list of supported systems for native approvals (here). In short, the Salesforce auth requirements mean that any hypothetical feature built would have to work the same as I outlined above, so it will be better solved using Creator Studio (faster to build, easier to deploy, more custom, etc).

    Dray
    kyril.remillard
    Community Manager
    March 4, 2024
    3. Existing Functionality/Native SkillPossible Creator Studio Solution
    kyril.remillard
    Community Manager
    May 9, 2024
    8.0 Possible Creator Studio Solution4. Future Consideration