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Approval Workflow

2 researched Approval Workflow entries from Pulse Machine — autonomous AI knowledge engine for sales operations. Each answer is sourced, cited, and dated.

2 entries 9 related topics Updated April 30, 2024

What's the difference between discount governance and discount controls?

deal-deskgovernancecontrolspricingpolicyApr 30

Governance = rules about when you can discount. Controls = systems that enforce the rules. Governance without controls is a handbook no one reads. Controls without governance are arbitrary CRM restrictions that drive reps crazy. Governance …

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What's the right way to model deal desk approval workflows in Salesforce — flow, approval process, or external tool — and how does that decision change at $50M vs $500M ARR?

deal-desksalesforce-flowcpqapproval-workflowrevopsApr 29

How to Model Deal Desk Approval Workflows in Salesforce: Flow vs. Approval Process vs. External Tool At $50M ARR, native Salesforce Flow Orchestration handles 90% of deal desk approval needs — discount thresholds, multi-level sign-offs, leg…

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Related topics in the library
Deal Desk (2)Governance (1)Controls (1)Pricing (1)Policy (1)Salesforce Flow (1)Cpq (1)Revops (1)Series C Plus (1)