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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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In this chapter, we looked at the automation features within the Salesforce CRM application through the use of workflow rules and approval processes. We walked through the configuration of these features and discovered how they can be used to automate and streamline the key business processes for your organization. We also looked at Visual Workflow and learned how flows can be used to build screens that guide users through the process of collecting and updating data.
We saw how workflow rules allow one or more actions to fire based on fields on the record (or its parent) meeting certain conditions. Workflow rules are a little more complex than validation rules, and take a bit more familiarity with Salesforce.com to properly execute. However, they can be implemented without any custom code or the work of a developer.
Approval processes can be a strong tool to police an internal process that must be completed prior to moving forward with the process. They also provide great visibility...
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