This app eliminates the need for spreadsheets.
Price Change Request App
An app that automates a price change approval process, routing approvals to the right chain of command and reducing approval times from weeks to just one day.
This app eliminates the need for spreadsheets.
About the App
When sales reps want to quote a discounted price to a customer, they fill out a spreadsheet and manually send it around to get approvals. I built an app that not only automates the approval process by routing requests to the right person, it also stores reference prices and triggers the correct workflow based on a variety of factors
Directions
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Start by mapping out the current process for getting price change approvals. By creating your workflow and understanding the structure of your process first, you can clearly build out a data model and workflow that works best.
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Create two custom objects: Price Change Request and Price Change Request line items. There is a master-detail relationship between the Price Change Request object and the Price Change Request line item object.
Here are the fields we track within each object:
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Create a custom metadata type to store the approval hierarchy for your organization.
Trailblazer NoteNote: We have a complex organization with nonlinear reporting which is why we used custom metadata types. Your organization might be able to use a lookup field or hierarchical custom setting instead.
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Write a simple Apex trigger class to roll the correct approver onto the Price Change Request object so that when a sales rep fills out the form, the appropriate approver within the organization is automatically added to the record.
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Using an approval process, create an automation that notifies the next person in the approval chain when a new price change request has been filed or when it’s their turn to take action on an approval.
