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

Configuring approval processes


To create an approval process, follow these steps:

  1. Launch the approval process wizard.

  2. Specify Name, UniqueName, and Description.

  3. Specify Criteria for EnteringProcess.

  4. Specify Approver Field and Record Editability.

  5. Select Email Notification Template.

  6. Configure Approval Request Page Layout.

  7. Specify Initial Submitters.

  8. Activate the approval process.

Choosing an approval process wizard

When you click on the Create New Approval Process button to start creating an approval process, you are presented with the following two options in which to build the process: Use Jump Start Wizard or Use Standard Setup Wizard. The following sections outline the differences between these two mechanisms.

Jump Start Wizard

The Jump Start Wizard is provided as a quick way to create simple approval processes that have a single step. To simplify the settings, with this option the Salesforce CRM application automatically determines some default options for you.

Standard Setup Wizard

The Standard Setup...