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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

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...
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