Sales Discount Approval (3 Levels, 2 Reviewers)

Document created by weitkae Employee on Nov 16, 2017
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Select a discount level and request approval. Discounts below 10% are automatically approved, while discounts between 10% and 20% are sent to 1 reviewer, and discounts above 20% go to 2 reviewers.

 

 

 

 

 

AuthorErick Weitkamp
Long Description

This Sales discount approval template shows how to connect Nintex Workflow Cloud to Salesforce and create a form driven discount approval process with multiple reviewers.

 

What this workflow does:

  1. The workflow starts from a Nintex Workflow for Salesforce form.
  2. If the discount is less than 10%, the workflow automatically approves it.
  3. If the discount is between 10 and 20% the workflow requests a reviewer’s approval.
    1. When the discount is approved or rejected by the reviewer, the workflow updates the opportunity and notifies the Seller.
  4. If the discount is above 20% the workflow requests two reviewers’ approval.
    1. When the discount is approved or rejected by both reviewers, the workflow updates the opportunity and notifies the Seller.
  5. The workflow ends.

 

Quick Start with this Template:

  1. Import this template to your Nintex Workflow Cloud tenant:
    1. Copy this 32 character Workflow key: fdf172c84107441fb21662eba5b99937 
    2. In Nintex Workflow Cloud select Import and paste in the Workflow key
      Use the name Discount Approval - 3 levels - 2 Reviewers to help keep track of your imported templates.
  2. Create a Connection to Salesforce.
  3. Open the template and configure all of the Salesforce actions with your Salesforce connection:
    1. Start event: Nintex Workflow for Salesforce
    2. Update a record
  4. Select Publish, and Assigned use: Development from the toolbar to publish the workflow for testing purposes.
  5. Test the workflow:
    1. Fill in the form with a discount below 10% and click Submit.
      1. Verify that you receive the Seller, your request…Approved email and the Lead was correctly updated in Salesforce.
    2. Fill in the form with a discount between 10 and 20% and click Submit.
      1. Verify that you receive the Seller, your request… and Reviewer, request for approval… emails.
      2. Reply to the “Reviewer, request for approval…” email with Qualified or Reject.
      3. Verify that the response emails are appropriate and the Lead was correctly updated in Salesforce.
    3. Fill in the form with a discount above 20% and click Submit.
      1. Verify that you receive the Seller, your request… and Reviewer A, request for approval… emails.
      2. Reply to the Reviewer A, request for approval… and Reviewer B, request for approval... emails with Qualified or Reject.
      3. Verify that the response emails are appropriate and the Lead was correctly updated in Salesforce.

 

For more information on using and extending multi-reviewer workflows seethis video.

Dependencies

Requires at least a trial version of Salesforce and at least a trial version of Nintex Workflow Cloud.

Support Info

Training@nintex.com

Compatibility

Nintex Workflow Cloud

Platform

Salesforce

Screenshots

Additional Information

Nintex Workflow Cloud:

 

Nintex Platform:

Nintex Xchange Terms of Use Policy

Nintex makes no warranty or guarantee about the reliability, performance, quality, or functionality of any assets, and any assets you install are therefore provided as is. By downloading this asset, you agree to the terms of use.

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