You're reading from Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781800209770

Length 608 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Application Development

Author (1):

Enrico Murru

Preface

1. Section 1: What Is Salesforce?

2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER

3. Section 2: Data Modeling

4. Chapter 2: Building the Data Model

5. Chapter 3: Mastering Formulas

6. Chapter 4: Cleaning Data with Validation Rules

7. Chapter 5: Handling Dynamic Configuration

8. Chapter 6: Security First – The "Who Sees What" Paradigm

9. Section 3: Automation Tools

10. Chapter 7: Be a Workflow Champion

11. Chapter 8: Setting Up Approval Processes

12. Chapter 9: Process Builder – Workflow Evolution

13. Chapter 10: Designing Lightning Flows

14. Chapter 11: Interacting with Actions

15. Section 4: Composing the User Interface

16. Chapter 12: All about Layouts

17. Chapter 13: The Lightning App Builder

18. Chapter 14: Leveraging Customers and Partners Power with Communities

19. Section 5: Data Management

20. Chapter 15: Importing and Exporting Data Declaratively

21. Chapter 16: Learning about Data Reporting

22. Section 6: Ready to Release?

23. Chapter 17: The Sandbox Model

24. Chapter 18: Deploying Your Solution

25. Section 7: Before We Say Goodbye

26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around

27. Other Books You May Enjoy

Consuming the approval process

Let's test our new approval process:

You need to log in with all users identified, including your administrator user (the CEO), the submitting user, and the first step approver: I suggest you use three different browsers or use the same browser with different personas (Chrome, Firefox, Opera, and Microsoft Edge allow it), or the same browser in incognito mode (which allows you to use two different users) and another browser for the third user. You can even use the same browser, but you'd need to go back and forth by logging out from one user to the other.
A quick way to switch between users is to enable the Login As feature, which can be configured from Setup | Security | Login Access Policies and by selecting the Administrator can Log in on Any User checkbox.
Now, with your admin user, you can log in as any other user using the Login link or button on the user list view or user details page.
Using the submitter user (we selected the...