In this chapter, we looked at the workflow automation features within the Salesforce CRM application through the use of workflow automation and approval processes. We walked through the configuration of these functions and discovered how they can be used to automate and streamline the key business processes for your organization.
We looked in detail at workflow rules and actions and learned how flow and the Lightning Process Builder can be used to build screens that guide users through the process of collecting and updating data. By leveraging workflow automation, you can configure Salesforce to provide users with greater control over routine activities and eliminate time-consuming manual tasks.
Finally, we posed some questions to help clarify some of the key features of the Salesforce workflow automation and approval processes.
In the next chapter, we will look at the...
