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

Enabling email approvals

Although the approver(s) will get a notification and can approve the record right from inside Salesforce, we want to add an extra option to make it a little easier for our executives on the move. This option is to allow the approver to approve a record by replying to the approval request email with APPROVE or REJECT.

In the following screenshot, I navigated to Process Automation Settings to enable this feature:

Graphical user interface, text, application, email  Description automatically generated

Figure 17.10: Navigating to Process Automation Settings from the Home tab

As you can see, I ticked the Enable email approval response checkbox. This will now give our approver(s) another option to approve the record:

Figure 17.11: Example of an approval response email

Now that we have set up the approval process and enabled the option for an approver to approve via email, let’s test it out!