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Radley EstebanRadley Esteban 

Queues for Quote Approval Process

Hi!

I'd like to know if its possible to use Queues for a Quote Approval Process

Best Answer chosen by Radley Esteban
Bartek DyczkowskiBartek Dyczkowski

Sorry for the confusion, Radley. I looked into that again, and it looks like queues may not be supported for quotes. There is an idea which describes the case you are trying to solve: 

https://trailblazer.salesforce.com/ideaView?id=08730000000l7idAAA

All Answers

Bartek DyczkowskiBartek Dyczkowski

Hi Radley, 

Sure can. As long as it is an approval process, you can use queues with the following considerations: 

https://help.salesforce.com/articleView?id=approvals_considerations_approver.htm&type=5

Let me know if you have any other questions. 

Hemin KaleHemin Kale
Hi Radley,
You can use a queue.
In Approval process, edit the Approval Steps and in step 3: "Select Assigned Approver" you can select a queue.
Please let me know if you need help with screenshots.
Radley EstebanRadley Esteban

Okay, I'm getting a problem when I create the Queue. I can't find it in the "Quote" under available objects.User-added image

 

I believe I need to do this so that I can find it in the Quote Approval Process because I can't seem to look it up on my queues. 
User-added image

Bartek DyczkowskiBartek Dyczkowski

Sorry for the confusion, Radley. I looked into that again, and it looks like queues may not be supported for quotes. There is an idea which describes the case you are trying to solve: 

https://trailblazer.salesforce.com/ideaView?id=08730000000l7idAAA

This was selected as the best answer