Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Configuring approval processes


To create an approval process, follow these steps:

  1. Launch the approval process wizard.

  2. Specify Name, Unique Name, and Description.

  3. Specify Criteria for Entering Process.

  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 these two options in which you can build the process: Use Jump Start Wizard or Use Standard Setup Wizard. The upcoming sections outline the differences between these two mechanisms.

The Jump Start Wizard option

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

The Standard Setup Wizard...