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Implementing a Approval Process for Opportunities

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Topic by Anuj Behl

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Hi,

I am trying to implement a approval process flow when a opportunity is created.

My requirement is like if forcasted value of opportunity is less than $100k then it should be automatically approved, those with over $100k must be approved by the manager and those over $1m must have 2 levels of approval.

I am not getting anywhere near to build a functionality which offers me a similar flow. I tried working with Business rules, worflows and workspace rules but I am not sure how to use them for this.

Can you sugest me any way to implement this?

I was also wondering, if it is possible to build a approval process that could be used with object (even custom objects) ? And since business rules work only for standard objects, I didn't wanted to use that.

 

Thanks in advance,

Anuj

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November 2012

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