When an opportunity is closed date is pushed more than 30days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.
How can an app builder ensure that these opportunities are submitted into the approval process?

Question

When an opportunity is closed date is pushed more than 30days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.

How can an app builder ensure that these opportunities are submitted into the approval process?

Martin Lundgren · Accepted Answer

Submit the record for approval from an automated process.

Martin Lundgren · Answer

Change the entry criteria on the approval process to criteria are met and lock the record on initial submission.

Martin Lundgren · Answer

Use a validation rule and an email alert to the manager requesting approval.

Martin Lundgren · Answer

Give the manager the 'API Enabled' permission to permit approval responses by email.

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