A renewable energy organization relied on Salesforce to manage sponsorship and payment requests that required oversight from Commercial, Financial, Compliance, External Affairs, and Chief Compliance Officer teams. These requests had to move through multiple approval layers, meet governance requirements, and stay aligned with Accounts Payable and compliance processes. While Salesforce’s standard approval tools supported basic decisions, they did not provide the flexibility needed for actions such as Escalate and Fix Requested.

As a result, the business depended on manual workarounds, email follow-ups, and inconsistent tracking, which slowed approvals, reduced visibility, and increased compliance risk. Value Creed implemented a customized Salesforce approval workflow using Flow Orchestration to streamline request intake, routing, approval handling, and reporting without breaching platform standards.