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

Creating an email template for use with approval assignments

When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify a custom email template to be used when notifying an approver.

In this recipe, we will create an email template that will be used to notify users that an opportunity is at, or above, a certain amount and at a specified stage, and that the record requires their approval to continue through the sales process.

How to do it...

Carry out the following steps to create an email template for use with approval assignments:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:

  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the new email template creation page by clicking...