Approval testing

Prove that Salesforce Revenue Cloud Advanced Approvals still route the way you expect after a deployment.

Approval testing is preview-only and same-org: Revsnap calls Salesforce's Advanced Approvals Preview API for a golden quote in the environment that captured the snapshot. It does not submit approval requests or create work items.

When to use it

Use approval snapshots when you need to verify that:

• The expected approval chains still fire for a quote
• Steps still route to the expected users, groups, or queues
• Levels, stages, conditions, and dependencies have not drifted
• Smart approval signals have not changed unexpectedly

Typical triggers: changes to approval flows, discount thresholds, payment-term rules, assignee mappings, or smart approval settings.

Prerequisites

• A connected Salesforce org with Advanced Approvals configured
• A golden Quote ID that should require (or not require) a known approval path
• The Flow API name of the auto-launched approval flow (for example QuoteApprovals)

Capture an approval snapshot

1. Go to Snapshots and click Capture Snapshot.
2. Select the connected org.
3. Choose category Approval.
4. Enter the Quote ID.
5. Enter a Description (used for the CLI/API slug).
6. Fill in the approval fields:
   • Flow API name (required)
   • Object API name (defaults to Quote)
   • Input parameters JSON (optional: for example {"requestType":"Standard"})
7. Click Preview & Save Baseline.

Revsnap:

1. Loads quote details for evidence
2. Calls the Advanced Approvals Preview API
3. Stores the preview response as your golden baseline

Screenshot coming soonsnapshots-approval-captureCapture Snapshot modal with Approval category and flow API name fields

Approval capture stores the Advanced Approvals preview for a golden quote.

What gets stored

An approval snapshot stores:

Section	Contents
Quote anchor	Quote ID and display fields (name, status, account, and related evidence)
Approval request	Flow API name, object API name, and optional input parameters
Expected preview	Chains, steps, assignees, conditions, levels, stages, dependencies, and smart approval flags

Open the snapshot detail drawer to review the Approval Baseline before you run a test.

Run an approval test

1. Open the approval snapshot.
2. Click Run test.
3. Revsnap re-calls the Preview API for the same quote in the same org.
4. The result compares the live preview against the stored baseline.

Approval snapshots can only run against the same connected environment they were captured from. This matches pricing and configurator behavior and avoids false failures from cross-org user or group IDs.

Reading approval results

The approval report shows:

• Overall pass or fail
• Chain and step match counts
• High-risk diff counts
• Evidence for the quote and approval flow
• Per-chain diffs with expected vs actual values

Diff type	What it means
Missing step	A previously expected approval step no longer appears
Unexpected step	A new step appears that was not in the baseline
Changed assignee	User, group, or queue routing changed
Changed condition / level / dependency	Approval structure or order drifted
Smart approval change	Eligibility or auto-reviewed flags changed

Severity is ranked so assignee and missing-chain changes stand out first.

Screenshot coming soontest-runs-approval-reportApproval regression report showing chain diffs and expected vs actual assignees

Approval reports highlight routing drift in business language, not only raw JSON.

Same-org rule

Approval, pricing, and configurator snapshots all run against the org they were captured from. If you need coverage in another sandbox or production org, capture a separate approval snapshot there.

Automation

Approval snapshots work with the same automation surfaces as other categories:

• Tags and batch runs
• Schedules
• CLI / CI with API keys

Add approval snaps to a release tag so approval routing is checked alongside pricing and configurator before go-live.

Common issues

Problem	What to check
Capture fails with inactive flow	Activate the approval flow in Salesforce, then re-capture
Preview returns no chains	Confirm the quote still meets the approval conditions
Assignee diffs after a user rename	Re-capture if the change is intentional; otherwise restore the expected assignee
Cannot run against another org	Expected: capture a new snapshot in that org

Next steps

• Capturing a snapshot: general capture flow
• Running a regression test: how runs work
• Understanding test results: pass/fail and triage