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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Approval processes

We’ll start this section with a question: do you remember as a kid asking your parents for permission to have sweets or to spend time playing Warcraft or Starcraft with friends? I think all of us asked our parents for something at some point. But what if such a request was automated? Imagine your parents/caretakers receiving an automatic query the moment you reach for the first M&M. Or imagine you start your favorite game and it pauses until you receive approval from a parent. Sounds like a nightmare for kids, but it’s a perfect solution for parents. This, in a nutshell, is what an approval process is. With the high dynamics of current times, users working on Salesforce may forget certain steps or simply not adhere to existing procedures. But we, the system admins, stand guard.

To help you further understand what an approval process is, let’s describe a real scenario. Imagine you are the manager of a large sales department and the end...

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