Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Table of Contents (16 chapters)
Title Page
About the Author
About the Reviewer
Customer Feedback


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

Approval processes contain a structured set of steps that are used to facilitate the review and action of records that match a specified criterion where approval is required. The approval process also allows you to specify which users are to approve the record at each step.

Each step of an approval process can apply to either all records within the process or specified records that have certain field values.

The building of approval processes involves setting the actions that are to be taken after the record is first submitted, approved, rejected, or recalled from the approval process. The setup of an approval process also allows you to selectively lock the record during the process.

Approval processes provide you and your organization with a powerful mechanism to help manage the authorization of record data by one or more...