In this chapter, we have gone through various ways to automate our business. We started with the validation rule and how it improves data quality and then moved on to the concept of formula field and Roll-up Summary field.

We also went through how to create a letterhead and e-mail templates. In the topic that followed, we covered the workflow rule and approval process in depth along with their various limitations. We also discussed various ways to approve records. Finally, we discussed the request update and the Stay-in-Touch concepts in detail. In the next chapter, we will discuss various methods of data management in Salesforce along with the concept of a data loader, import wizard, and data import wizard.