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62 changes: 62 additions & 0 deletions
62
...main/default/approvalProcesses/Lead.ChangeLeadtoDealRegistration.approvalProcess-meta.xml
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|---|---|---|
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| <?xml version="1.0" encoding="UTF-8"?> | ||
| <ApprovalProcess xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
| <active>true</active> | ||
| <allowRecall>false</allowRecall> | ||
| <allowedSubmitters> | ||
| <type>owner</type> | ||
| </allowedSubmitters> | ||
| <approvalPageFields> | ||
| <field>Name</field> | ||
| <field>Owner</field> | ||
| </approvalPageFields> | ||
| <approvalStep> | ||
| <allowDelegate>false</allowDelegate> | ||
| <assignedApprover> | ||
| <approver> | ||
| <type>adhoc</type> | ||
| </approver> | ||
| </assignedApprover> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Lead.RecordType</field> | ||
| <operation>equals</operation> | ||
| <value>Deal Registration</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <ifCriteriaNotMet>ApproveRecord</ifCriteriaNotMet> | ||
| <label>Step 1</label> | ||
| <name>Step1</name> | ||
| </approvalStep> | ||
| <enableMobileDeviceAccess>false</enableMobileDeviceAccess> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Lead.RecordType</field> | ||
| <operation>equals</operation> | ||
| <value>Lead</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <finalApprovalActions> | ||
| <action> | ||
| <name>ChangeLeadSource</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>ChangeLeadStatustoDraft</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>ChangeRecordTypetoDealRegistration</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>PartnerAcknowledgement</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| </finalApprovalActions> | ||
| <finalApprovalRecordLock>true</finalApprovalRecordLock> | ||
| <finalRejectionRecordLock>false</finalRejectionRecordLock> | ||
| <label>Change Lead to Deal Registration</label> | ||
| <processOrder>3</processOrder> | ||
| <recordEditability>AdminOnly</recordEditability> | ||
| <showApprovalHistory>false</showApprovalHistory> | ||
| </ApprovalProcess> |
99 changes: 99 additions & 0 deletions
99
.../default/approvalProcesses/Lead.DealRegistration1LevelofApproval.approvalProcess-meta.xml
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,99 @@ | ||
| <?xml version="1.0" encoding="UTF-8"?> | ||
| <ApprovalProcess xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
| <active>true</active> | ||
| <allowRecall>false</allowRecall> | ||
| <allowedSubmitters> | ||
| <type>creator</type> | ||
| </allowedSubmitters> | ||
| <allowedSubmitters> | ||
| <type>owner</type> | ||
| </allowedSubmitters> | ||
| <approvalPageFields> | ||
| <field>Name</field> | ||
| <field>Company</field> | ||
| <field>Owner</field> | ||
| <field>Address</field> | ||
| </approvalPageFields> | ||
| <approvalStep> | ||
| <allowDelegate>false</allowDelegate> | ||
| <approvalActions> | ||
| <action> | ||
| <name>Update_Lead_Status</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>Update_Status</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </approvalActions> | ||
| <assignedApprover> | ||
| <approver> | ||
| <name>[email protected]</name> | ||
| <type>user</type> | ||
| </approver> | ||
| <whenMultipleApprovers>FirstResponse</whenMultipleApprovers> | ||
| </assignedApprover> | ||
| <label>Channel Manager Approval</label> | ||
| <name>ChannelManagerApproval</name> | ||
| <rejectionActions> | ||
| <action> | ||
| <name>Lead_Status_Update</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>Set_to_Rejected</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </rejectionActions> | ||
| </approvalStep> | ||
| <emailTemplate>DealRegistrations/Deal_Reg_Channel_Manager_Notification</emailTemplate> | ||
| <enableMobileDeviceAccess>true</enableMobileDeviceAccess> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Lead.RecordType</field> | ||
| <operation>equals</operation> | ||
| <value>Deal Registration</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <finalApprovalActions> | ||
| <action> | ||
| <name>UpdateApprovalStatustoApproved</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateDealApprovedDate</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateDealExpirationDate</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </finalApprovalActions> | ||
| <finalApprovalRecordLock>false</finalApprovalRecordLock> | ||
| <finalRejectionActions> | ||
| <action> | ||
| <name>DealRegistrationRejected</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateApprovalStatustoRejected</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </finalRejectionActions> | ||
| <finalRejectionRecordLock>false</finalRejectionRecordLock> | ||
| <initialSubmissionActions> | ||
| <action> | ||
| <name>DealRegistrationAcknowledgement</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateApprovalStatustoSubmitted</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </initialSubmissionActions> | ||
| <label>Deal Registration - 1 Level of Approval</label> | ||
| <postTemplate>Deal_Reg_Approval</postTemplate> | ||
| <processOrder>1</processOrder> | ||
| <recordEditability>AdminOrCurrentApprover</recordEditability> | ||
| <showApprovalHistory>true</showApprovalHistory> | ||
| </ApprovalProcess> |
97 changes: 97 additions & 0 deletions
97
...default/approvalProcesses/Lead.DealRegistration2LevelsofApproval.approvalProcess-meta.xml
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|---|---|---|
| @@ -0,0 +1,97 @@ | ||
| <?xml version="1.0" encoding="UTF-8"?> | ||
| <ApprovalProcess xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
| <active>true</active> | ||
| <allowRecall>false</allowRecall> | ||
| <allowedSubmitters> | ||
| <type>owner</type> | ||
| </allowedSubmitters> | ||
| <approvalPageFields> | ||
| <field>Name</field> | ||
| <field>Company</field> | ||
| <field>Owner</field> | ||
| <field>Address</field> | ||
| </approvalPageFields> | ||
| <approvalStep> | ||
| <allowDelegate>false</allowDelegate> | ||
| <assignedApprover> | ||
| <approver> | ||
| <name>[email protected]</name> | ||
| <type>user</type> | ||
| </approver> | ||
| <whenMultipleApprovers>FirstResponse</whenMultipleApprovers> | ||
| </assignedApprover> | ||
| <label>Channel Manager Approval</label> | ||
| <name>ChannelManagerApproval</name> | ||
| </approvalStep> | ||
| <approvalStep> | ||
| <allowDelegate>false</allowDelegate> | ||
| <assignedApprover> | ||
| <approver> | ||
| <name>[email protected]</name> | ||
| <type>user</type> | ||
| </approver> | ||
| <whenMultipleApprovers>FirstResponse</whenMultipleApprovers> | ||
| </assignedApprover> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Lead.Project_Budget_Amount__c</field> | ||
| <operation>greaterOrEqual</operation> | ||
| <value>700,000</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <label>VP Channel Approval</label> | ||
| <name>VPChannelApproval</name> | ||
| <rejectBehavior> | ||
| <type>BackToPrevious</type> | ||
| </rejectBehavior> | ||
| </approvalStep> | ||
| <emailTemplate>DealRegistrations/DealRegistrationSubmitted</emailTemplate> | ||
| <enableMobileDeviceAccess>false</enableMobileDeviceAccess> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Lead.RecordType</field> | ||
| <operation>equals</operation> | ||
| <value>Deal Registration</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <finalApprovalActions> | ||
| <action> | ||
| <name>UpdateDealApprovedDate</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateDealExpirationDate</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateLeadStatustoApproved</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </finalApprovalActions> | ||
| <finalApprovalRecordLock>true</finalApprovalRecordLock> | ||
| <finalRejectionActions> | ||
| <action> | ||
| <name>DealRegistrationRejected</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateLeadStatustoRejected</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </finalRejectionActions> | ||
| <finalRejectionRecordLock>false</finalRejectionRecordLock> | ||
| <initialSubmissionActions> | ||
| <action> | ||
| <name>DealRegistrationAcknowledgement</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| <action> | ||
| <name>UpdateLeadStatustoSubmitted</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| </initialSubmissionActions> | ||
| <label>Deal Registration - 2 Levels of Approval</label> | ||
| <processOrder>2</processOrder> | ||
| <recordEditability>AdminOnly</recordEditability> | ||
| <showApprovalHistory>true</showApprovalHistory> | ||
| </ApprovalProcess> |
105 changes: 105 additions & 0 deletions
105
.../approvalProcesses/Opportunity.OpportunityDiscountApprovalNeeded.approvalProcess-meta.xml
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,105 @@ | ||
| <?xml version="1.0" encoding="UTF-8"?> | ||
| <ApprovalProcess xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
| <active>true</active> | ||
| <allowRecall>false</allowRecall> | ||
| <allowedSubmitters> | ||
| <type>owner</type> | ||
| </allowedSubmitters> | ||
| <approvalPageFields> | ||
| <field>Name</field> | ||
| <field>Amount</field> | ||
| <field>Discount__c</field> | ||
| <field>CloseDate</field> | ||
| <field>StageName</field> | ||
| <field>Owner</field> | ||
| </approvalPageFields> | ||
| <approvalStep> | ||
| <allowDelegate>true</allowDelegate> | ||
| <approvalActions> | ||
| <action> | ||
| <name>DiscountApproved</name> | ||
| <type>FieldUpdate</type> | ||
| </action> | ||
| <action> | ||
| <name>DiscountApprovedemailnotification</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| </approvalActions> | ||
| <assignedApprover> | ||
| <approver> | ||
| <name>[email protected]</name> | ||
| <type>user</type> | ||
| </approver> | ||
| <whenMultipleApprovers>FirstResponse</whenMultipleApprovers> | ||
| </assignedApprover> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Opportunity.Discount__c</field> | ||
| <operation>greaterThan</operation> | ||
| <value>10</value> | ||
| </criteriaItems> | ||
| <criteriaItems> | ||
| <field>Opportunity.Discount__c</field> | ||
| <operation>lessThan</operation> | ||
| <value>25</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <ifCriteriaNotMet>GotoNextStep</ifCriteriaNotMet> | ||
| <label>Sales Manager Approval</label> | ||
| <name>SalesManagerApproval</name> | ||
| <rejectionActions> | ||
| <action> | ||
| <name>DiscountRejectedemailnotification</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| </rejectionActions> | ||
| </approvalStep> | ||
| <approvalStep> | ||
| <allowDelegate>true</allowDelegate> | ||
| <assignedApprover> | ||
| <approver> | ||
| <name>[email protected]</name> | ||
| <type>user</type> | ||
| </approver> | ||
| <whenMultipleApprovers>FirstResponse</whenMultipleApprovers> | ||
| </assignedApprover> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Opportunity.Discount__c</field> | ||
| <operation>greaterOrEqual</operation> | ||
| <value>25</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <label>Discount Greater than 25%</label> | ||
| <name>DiscountGreaterthan25</name> | ||
| <rejectBehavior> | ||
| <type>BackToPrevious</type> | ||
| </rejectBehavior> | ||
| <rejectionActions> | ||
| <action> | ||
| <name>DiscountRejected</name> | ||
| <type>Alert</type> | ||
| </action> | ||
| </rejectionActions> | ||
| </approvalStep> | ||
| <description>When Discount amount in the Discount% field exceeds 10%, locks record and notifies manager. Need to add the Approval Related list to the page layout and need to drag the Discount % and the Discount Approval fields onto the complex page layout.</description> | ||
| <emailTemplate>Approval_Processes/ApprovalNeeded</emailTemplate> | ||
| <enableMobileDeviceAccess>true</enableMobileDeviceAccess> | ||
| <entryCriteria> | ||
| <criteriaItems> | ||
| <field>Opportunity.Discount__c</field> | ||
| <operation>greaterThan</operation> | ||
| <value>10</value> | ||
| </criteriaItems> | ||
| </entryCriteria> | ||
| <finalApprovalRecordLock>true</finalApprovalRecordLock> | ||
| <finalRejectionRecordLock>false</finalRejectionRecordLock> | ||
| <label>Opportunity Discount Approval Needed</label> | ||
| <nextAutomatedApprover> | ||
| <useApproverFieldOfRecordOwner>false</useApproverFieldOfRecordOwner> | ||
| <userHierarchyField>sales_management__c</userHierarchyField> | ||
| </nextAutomatedApprover> | ||
| <processOrder>1</processOrder> | ||
| <recordEditability>AdminOrCurrentApprover</recordEditability> | ||
| <showApprovalHistory>true</showApprovalHistory> | ||
| </ApprovalProcess> |
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