Book Image

Salesforce for Beginners

By : Sharif Shaalan
Book Image

Salesforce for Beginners

By: Sharif Shaalan

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. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, 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'll have learned how to use Salesforce effectively to achieve your business goals.
Table of Contents (23 chapters)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Adding entry criteria and approver selection

Now, we need to add the basic approval process information, specify the entry criteria for the approval, and select the approver(s) for the approval process. Refer to the following screenshot for more details:

From the preceding screenshot, you can see there are four main sections, each of which has specific settings for the approval process. Let's look at these settings in detail:

  1. Approval Process Information: This section allows you to add the following:
    • A Name for the process. This is a label that shows up when you look at the list of all approval processes.
    • A Unique Name. This is used if we need to call this process through programming code.
    • Optionally, you can add an email template for when you request approval from a user. This will let you word the email as needed.
    • Finally, you have the ability to Add the Submit for...