Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Chapter 7. Implementing Business Processes in Salesforce CRM

In the previous chapter, we looked at data analytics, where we covered reports and dashboards.

In this chapter, we will cover in detail how you can automate and streamline the key business processes for your organization with the use of the workflow rules and approval process features within the Salesforce CRM application.

This chapter will focus on how you can configure actions for workflow rules and approval processes to automate, improve quality, and generate high-value processes within your organization.

Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration in the area of Workflow Automation covered in this chapter.

The following topics will be covered:

  • Workflow rules

  • Approval process

  • Workflow actions

  • Workflow queue

  • Approval wizard

  • Approvals in Chatter

  • Process visualizer

  • Visual Workflow

  • Flow Designer

  • Introduction to Lightning Process Builder

  • Comparison of Workflow Automation Tools...