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

Approval process


An approval process in Salesforce CRM is an automated mechanism that you can set up to process the approval of records within your organization.

Working with approval processes involves the creation of a structured set of steps to enable the sign-off of specified records that must be approved, along with specifying which users must be set to approve it at each of the steps. Here, each step can apply to all the records within the process or specified records that have certain field values. The building of approval processes also requires the setting of the required actions to be taken after the record is either first submitted, approved, rejected, or recalled for approval.

Approval processes are similar to workflow rules in the sense that they can invoke the same key actions; however, there are significant differences between workflow rules and approval processes, such as:

  • Workflow rules are activated when a record is saved, whereas approval processes are manually triggered...