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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile FREE CHAPTER 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Questions to test your knowledge


You are now presented with some questions about the key features of Salesforce CRM administration in the area of Workflow Automation which have been covered in this chapter. The answers can be found at the end of the chapter.

Questions

We present six questions about workflow automation, workflow processes, time-dependent workflow, initiating Approval Processes, approving or rejection Approval Processes, and capabilities during Approval Processes to verify your understanding of workflow automation and approval processes.

Question 1 - Workflow Automation

What are the key concepts of workflow automation in Salesforce CRM? Select one:

a) Workflow rules and time-dependent features.

b) Workflow rules and actions.

c) Workflow e-mail alerts and task actions.

d) Workflow field updates and task actions.

Question 2 - Workflow Processes

Which of the following processes can workflow rules be used to automate? Select all that apply:

a) Sending an e-mail alert to an account owner...

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