What is Salesforce CPQ Advanced Approvals (SBAA)?
Salesforce CPQ advances approvals, handles quoting and pricing, but pricing alone is not enough. Businesses need control over who can approve what discount level, what contract length, or what product combinations are, before a quote reaches the customer. That governance layer is exactly what SBAA, Salesforce Billing Advanced Approvals, provides.
SBAA is a Salesforce-built managed package that sits on top of CPQ and delivers a dedicated, rules-driven approval engine to the business. It replaces ad-hoc email chains, manual manager reviews, and brittle native approval processes with a structured system that automatically routes every quote through the right set of approvers, based on real pricing data, not on guesswork.
It ships with its own set of Salesforce objects that work natively with CPQ’s pricing data, giving you deep integration between how a price with that exact percent of discount is built and how it gets approval.
Core SBAA Objects
- SBAA__ApprovalRule__c — The master record defining when approvals are triggered, who approves, and in what order.
- SBAA__ApprovalCondition__c — Child records on each rule that evaluate field values or variables. All conditions must pass for the rule to fire.
- SBAA__Approver__c — Defines the approver identity: a specific user, a group, a queue, or a dynamically resolved hierarchy member.
- SBAA__ApprovalVariable__c — Stores calculated aggregate values (e.g., maximum discount %) for use inside conditions.
- SBAA__ApprovalRequest__c — Created automatically when a rule fires. Tracks status (Pending, Approved, Rejected, Recalled) per approval step.
