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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

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd 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 (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

Setting up a user to be associated with an approval process

When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process. We can also restrict the approval process for specific users by setting an appropriate value on their user record.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify that a record owner's manager is to be set as the approver for the record. To restrict the approval process for specific users you can specify that, say, only the sales team is to submit opportunity reviews.

In this recipe, we will edit a user record and set the value of the Manager field to an individual who will receive approval notification emails. We will also set the value of the Department field to Sales...

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