Create your own: Approve Sales Discount Workflow

Document created by weitkae Employee on Feb 5, 2017Last modified by weitkae Employee on Mar 24, 2017
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In this guide, we will show you how to publish a sales discount approval workflow by starting with the {Template} Approve Sales Discounts.

 

The Nintex Workflow Cloud Approve Sales Discounts template helps you get a head start managing your sales discount review and approval business process. Starting from a simple, single reviewer process, you will see how to extend your workflow into a sophisticated multi-reviewer workflow that supports negotiations between multiple reviewers.

 

This template highlights how Nintex Workflow Cloud connects to Salesforce, starts when specific conditions exist, implements branching business logic based on data value ranges and automatically sends out email based approval requests. The workflow then updates the Opportunity record based on approval or rejection.

 

Quick start to run the template workflow

You should have your sales discount approval workflow running in minutes with this process:

  1. Open and make a copy of the workflow template {Template} Approve Sales Discounts.
  2. Select your Salesforce connection in the Start event
  3. Type in your email address for notification
  4. Select Publish from the toolbar to publish the workflow
  5. Test your workflow

This guide will go into these steps in greater detail.

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