I have an approval process that on the first step sends a quote to our CRO if the Quote Term is less than 10 months. My next steps involve other criteria that go to other members of the executive team.
I was expecting that when my CRO approved the Quote, for the quote to execute the Final Approval Steps and not go to the next steps BUT that is NOT happening; what I get instead is the approval going to the next Approval step. Is this salesforce expected behavior?
This is expected, indeed.
The approvals are designed in a way that enables you to set it up in different ways. Let me provide you with some example scenarios:
Scenario 1: For some customers, manager1 has to approve if under 10 months, and if over 10 months, both manager1 and manager2 have to approve (in that order). Entry criteria for step 1: none (manager1 always has to approve) Entry criteria for step 2: term over 10 months Entry criteria for step 3: term over 24 months
Scenario 2: For other customers (like you), manager1 has to approve if under 10 months, and if over 10 months, ONLY manager2 has to approve. Entry criteria for step 1: term under 10 months Entry criteria for step 2: term over 10 months
Lastly, on every step (except the last one) you will see an additional option: “else” This is explaining what happens if a record does not meet the criteria to enter this step. You will need to set this up according to your requirement. The options are:
For your requirement, set this to 'Go to the next step' on step 1.
