Key Send360 Approval Fields

About Key Send360 Approval Fields

Your native Salesforce Approval Workflows will key off of, and update, several key fields on our managed custom object of "Send360 Orders".

When a User places an order in Send360, within 15 minutes our sync process runs and inserts a record into the Send360 Orders object. Your automated approval workflows and automations will key off and update several key fields on this object.

• Approval Process: On record insert via the sync process most of the time orders will have an APPROVAL PROCESS of "None" because no approval process is involved. But for orders that require approval, the Approval Process will be the name of the approval process which is relevant, such as "Marketing Department" or "Legal Department", and which your automations will evaluate and key on.

Approval Status: For orders that do NOT require approvals, this value will be blank or "none". But for Orders requiring approvals, upon insert the value will be REQUESTED.

• Thus, your automations will, for example, look for Send360 Orders on creation where Approval Process="Marketing Team" AND Approval Status="Requested".
• Your automations will also update key fields on the Send360 Order record(s). (i) Approval Status will change to Approved or Rejected; (ii) Last Approval Change Date will get stamped with the date/time each time your team changes Approval status; (iii) Last Approval Change By will get updated with the Username of the last Salesforce User to make a change to approval status, and - lastly - if your approver enters a comment, that will get updated to the "Approval Comments" field on the Send360 Order record(s).
• Because you automations will trigger an Outbound Message to a Send360 web service each time the Send360 Approval Status changes, these key fields will update Send360's own native database in realtime and ongoing.