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My Items to Approve

Advanced Approvals for Salesforce CPQ

By DoubleTrackProductivity

Rating
5.0
Reviews
5
Pricing
Free
Listed since
2019

About My Items to Approve

Consolidated Advanced Approvals List View for Salesforce CPQ

Advanced Approvals and Salesforce CPQ are a powerful combination, but out-of-the-box there is no easy way to review and take action on a full list of approvals that are assigned to you or a group of which you are a member. This Lightning Component offers you a consolidated, actionable list view from any Lightning Page that makes reviewing--and clearing--your "Items to Approve" queue as simple as logging in.

UPDATES: Version 1.5.0 | July 30, 2020 (Summer '20): Minor patch to filter out Approval records where sbaa__Archived__c is TRUE.

Highlights

  • View all Approvals assigned to your User or any Group of which you are a member
  • Take action--Approve, Reject, or Reassign right from the homepage
  • Add the component to the Salesforce mobile app or any Lightning Page

Screenshots

Add Component to Any Lightning Page

Image 1 of 2

Add Component to Any Lightning Page

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Revenue Cloud CPQ
  • Revenue Cloud Billing
Requires
  • Revenue Cloud CPQ
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on June 17, 2019
Languages
  • English

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