Skip to main content

Dynamic Routing Approval

Use Case 

When Sales Rep submits Opportunity it requires different approver for different approval stage for different region.


Create object to store approver details such for stage and region.Create Opportunity field to store approver for that particular Opportunity, these fields can be referred in Approval process. Using trigger query the approvers record and populate it in Opportunity based on specific criteria.

Meanwhile you can take a look in Appexchange, there an apps named Dynamic Approval Routing.

It is unmanaged package so we can view and modify the code to suit our need.The apps actually is a sample on how we can define approver for specific object.Its rule defined in the code and you might have different approver criteria and different object.The concept is

  1. to have one object to store approver details and
  2. create fields on object that going to be approved.
  3. create trigger on object that going to be approved to populate approver fields.
Design structure


Based on my experience especially for Opportunity object, I am still looking for alternative solution beside just create custom fields on Opportunity object because our Opportunity always hit custom fields limit.We do some clean up and at the end we have no more fields to create.

I am thinking maybe this can be solved using Queue to store Approver but it has limitation where it's not available for email response.There an idea for this here which still under threshold.

Do you face any issue related to this before? How you solve it?

Refer : Dynamic Approval Routing


Popular posts from this blog

Search Solution Basics

When is it a good time to create a customized search solution? You're developing an external knowledge base for user support. You're in the mood for a fun Friday night. The sales reps just started using the Sales Cloud in Lightning Experience. You want to put your company branding in the search bar. What differentiates SOSL from SOQL? Syntax SOSL searches the search index instead of the org database. SOSL searches more efficiently when you don't know in which object the data resides. All of the above. SOSL works with: REST only SOAP only REST, SOAP, and Apex SOQL only What does a search for a single object look like in SOSL? FIND {cloud} RETURNING Account FIND in ACCOUNT RETURNING "cloud" FIND "cloud" in ACCOUNT FIND (cloud) RIGHT NOW! What does a search for multiple objects look like in SOSL? FIND {sneakers} RETURNING ALL ARTICLES FIND {sneakers} in ALL OBJECTS FIND {sneakers} RETURNING Product2, Content

Process Builder is not fired when field update is called from Approval Process

Scenario In Final Approvals section ; in Approval Process we have field update to update Status field. In Process Builder , we have some action that need to be done when Status field is updated in Approval Process.However this process builder is not fired. Solution To handle this, in Field Update in Approval Process , check Re-evaluated Workflow Rules after Field Change as picture below. What happen if field updated from Approval Process. Workflow - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Process Builder - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Trigger - will fire if conditions are matched This is explained in article here  . Field Updates That Re-evaluate Workflow Rules If  Re-evaluate Workflow Rules After Field Change  is enabled for a field update action, Salesforce  re-evaluates all workflow rules on the object if the field update results in a change to the value of the fi

Tips and Tricks : Test class for Invocable method

Issue : I got 100% coverage in my sandbox but when run validation for deployment it returns 0% coverage It turn out that in my sandbox, I am depending on Process Builder to Invocable Apex class, as long I manipulate test data that fire Process Builder it will call Invocable class. This is not useful when deploying it to Production although it gets deployed together with Process Builder. The correct way is to direct call Invocable method inside test class itself. Example of class : 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 global class MyCustomObject_StatusUpdate_Util { @InvocableMethod ( label = ' Update Quote Status ' ) public static void updateQuote ( Request [] requests ) { Set < Id > setOppId = new Set < Id >(); List < SBQQ__Quote__c > listQuoteToUpdate = new List < SBQQ__Quote__c >(); for ( Request request : requests ) {