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
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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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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