Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Approval Processes

Approval processes are a type of automation that allows users to submit Salesforce records so that they can be approved in order to continue a specific business process. The approval process has the option of sending the record to one or multiple approvers (in a round-robin fashion), as well as the ability to add submission, approval, rejection, and recall actions. Having these checks and balances on business processes allows for a more streamlined and efficient workflow. Creating and maintaining approvals is a vital part of a Salesforce admin’s day-to-day work.

In this chapter, we will cover the following topics in detail:

  • Creating an approval process
  • Adding entry criteria and approver selection
  • Adding actions and viewing the approval steps
  • Enabling email approvals
  • Business use case

With the help of these topics, you will understand when and how to create an approval process. You will understand how to create...