Getting Started

approvals pro is nue's salesforce native approvals engine it extends standard salesforce approvals with parallel paths, matrix driven routing, smart approvals, delegation, and rich email workflows on any standard or custom object this is the customer facing documentation use it to install, configure, and run approvals pro in your org and to self serve the patterns that come up most often start here if you are… read this first evaluating approvals pro what is approvals pro? docid\ enztwd9qglit62q5n5hyc → key capabilities docid 6yxexmntcgyie7ezbtmat installing for the first time quick start docid\ bwvkcrf7ysnsu7dvyjd8c → installation & setup docid\ hhpczzji79mbppcoxx2bu building your first process quick start docid\ bwvkcrf7ysnsu7dvyjd8c → configuring approval processes docid\ kcmpddjgungd5jvuo8ngj approving or submitting records submitter guide docid\ zrmcjglivsf41eibo38do · approver guide docid\ jnjfdruc4khmeak0uvqva maintaining an existing deployment best practices docid\ h8xc9gykfudb7auncqlpu → process versioning & deployment docid\ azjll0xmtil4tp vobxqa automating from apex or flow global methods docid 8c8dwhn2temdwypdq bj2 · invocable actions docid\ n1ojhuatlkkeigbtbigxu overview what is approvals pro? docid\ enztwd9qglit62q5n5hyc — product overview and positioning key capabilities docid 6yxexmntcgyie7ezbtmat — feature deep dive how it works docid\ cbczuafjsxkpsyc6m9y4a — architecture and core concepts quick start docid\ bwvkcrf7ysnsu7dvyjd8c — your first process in 10 minutes setup & configuration installation docid\ hhpczzji79mbppcoxx2bu — package install, email handler, nightly batch, permission sets configuring approval processes docid\ kcmpddjgungd5jvuo8ngj — process, path, and step configuration end to end setting up approvers docid\ giczu1eqzh6lnzdehv6e2 — user, group, role, and dynamic lookup approver types entry criteria docid\ jueqw5ihkigwapzfrtszk — clauses, aggregations, variable calculations, and criteria logic approval matrices docid\ qpvuhcohzscqbfrbb6i9h — data driven routing for complex thresholds email templates docid\ b nl64xxgwt7sbht8m3xc — request, approval, rejection, recall, and recalculation emails permissions docid\ ystatgnrufhelmt mgduc — permission sets and custom permissions reference use cases how to guides for the scenarios customers build most often use case description discount approval workflows docid\ uu08kacohc10hl9a1zr4n tiered discount approvals, line item evaluation manager escalation chains docid\ an5dh883znnipx6qywlqo multi level manager approval chains deal desk routing docid\ uwih3wye4e4ez7cbjvcy4 complex deal review workflows approval matrices in action docid\ pmcr5xpdwndph0zwj6pti multi dimensional routing with matrices regional approvals docid\ dxj0y84brrkynecl8i9cm geographic based routing product specific approvals docid\ lbqlc3e6qwxb zinccwhi product family / sku routing customer segment approvals docid\ mr d0rl2ctanpyo onlcb customer tier based workflows recall & resubmit with smart approvals docid\ dlqjauy tbhywqwa72pgj remember decisions across resubmissions preview the approval path (without submitting) docid\ md2uh9e0gkokthvhqy8fv let reps / deal desk inspect routing before submit automating submit / approve / recall from flows docid\ sr56t4 sffbaektsvsoed invocable actions inside record triggered flows user guides guide audience submitter guide docid\ zrmcjglivsf41eibo38do sales reps submitting records for approval approver guide docid\ jnjfdruc4khmeak0uvqva managers reviewing, approving, rejecting, delegating administrator guide docid\ n2 lmbwmcfvdfb30klk r admins configuring and maintaining processes deal desk guide docid\ zokkqut1udhbz6pzfju4 deal desk / ops teams coordinating approvals maintenance & advanced best practices & design guide docid\ h8xc9gykfudb7auncqlpu — patterns, pitfalls, and the maintenance checklist process versioning & deployment docid\ azjll0xmtil4tp vobxqa — versions, import/export, sandbox → prod package upgrade guide docid\ zmk5zbbwcj1znuhwfyyjm — version upgrades and 2gp migration automation patterns docid\ tq b8u71vneelfvoomtix — auto submit, auto approve, auto reassign, auto recall developer reference object model docid\ mvebvizbuokkqryr0cjui — approvals pro data model and relationships global methods docid 8c8dwhn2temdwypdq bj2 — apex entry points ( approvalutilscontroller , approvalpathinvocableservice ) invocable actions docid\ n1ojhuatlkkeigbtbigxu — flow callable actions permission reference docid\ uhruw6nrcy hprsr4uyiu — all permission sets and custom permissions troubleshooting common issues docid\ sgpxdyp dpg9a9uanwlis — symptoms and resolutions faq docid\ relcvm0ggisy7rghm2jml — frequently asked questions conventions used in this documentation api names are shown in code style (e g , appro approval process c ) the approvals pro namespace prefix is appro on the 1gp package and sfappspro on the 2gp package — adjust accordingly for your org ui labels are shown in bold (e g , approval process name ) step n headings mark each logical step in a how to follow them top to bottom note inline callouts flag non obvious behavior or common pitfalls getting help in product contact your nue customer success representative docs issues flag inaccuracies or requests to the approvals pro doc owners at nue