The business use case in action

Now that we have built the approval process, let's test it out to see if it meets our business requirements. As a recap, the Sales Manager wants all closed sales that are $200,000 or higher and are in the negotiation/review stage to be submitted to them for final approval. Once the deal has been approved, the opportunity stage should automatically update to Closed Won. Let's see how this works:

  1. Navigate to the Burlington Textiles Weaving Plant Generator opportunity, as follows:

Here, we can see that this opportunity has an amount that is greater than $200,000 and is in the Negotiation/Review stage, so it meets ...

Get Salesforce for Beginners now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.