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

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Adding actions and viewing the approval steps

Now that we have created the approval process, let’s look at how to add actions and view the approval steps based on our business use case. The following screenshot shows where we land after clicking on View Approval Process Detail Page:

Graphical user interface, application  Description automatically generated

Figure 17.5: Highlighted areas of the Approval Process Detail Page

As shown in the preceding screenshot, there are multiple sections to consider:

  1. Initial Submission Actions: The default action when a user submits a record for approval is to lock the record from being edited. In addition to this, you can add one of the four additional actions, that is, create a task, create an email alert, update a field, or send an outbound message. For our business use case, there are no additional actions to create upon submitting an approval.
  2. Approval Steps: This section shows the steps needed to complete this approval. Had we added multiple approvers and the need for unanimous approval...