In this chapter, we will discuss how you can improve and maintain data quality in Salesforce and streamline a business process in your organization. The following topics will be covered in this chapter:
Improving data quality – the validation rule
The formula field
The Roll-up Summary field
A letterhead
An e-mail template
Using a workflow to automate your work
Monitoring a time-based workflow
Streamlining your approval process – approval processes
Various ways to approve a request – approval settings
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