Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

Arrow left icon
Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Arrow right icon
View More author details
Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Building an opportunity approval process for deals greater than USD 100,000


In this recipe, we will build an opportunity approval process for deals greater than USD 100,000.

How to do it...

Carry out the following steps to build an opportunity approval process for deals greater than USD 100,000:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the approval processes setup page by clicking Process Automation| Approval Processes.
  2. In the Manage Approval Processes For: picklist, choose, Opportunity, as shown in the following screenshot:

Here, we are presented with a listing of both active and inactive approval processes for opportunities, as shown in the preceding screenshot.

  1. Click on Create New Approval Process.
  2. Choose the option Use Standard Setup Wizard, as shown in the following screenshot:

We will be presented with the Step 1: Enter Name and Description page.

  1. Enter...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €18.99/month. Cancel anytime