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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
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)
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21
Assessment
22
Other Books You May Enjoy
23
Index

17 Approval Processes

Approval processes are a type of automation that allows users to submit Salesforce records so that they can be approved in order to continue a specific business process. The approval process has the option of sending the record to one or multiple approvers, as well as the ability to add submission, approval, rejection, and recall actions. Having these checks and balances on business processes allows for a more streamlined and efficient workflow. Creating and maintaining approvals is a vital part of a Salesforce admin's day-to-day work.

In this chapter, we will cover the following topics in detail:

  • Creating an approval process
  • Adding entry criteria and approver selection
  • Adding actions and viewing the approval steps
  • Enabling email approvals
  • The business use case in action

With the help of these topics, you will be able to understand the business use case for creating an approval process. You will understand how to create an approval process, how to add entry...

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