Chapter 6. Implementing Business Processes in Salesforce CRM
In the previous chapter, we looked at data analytics, where we covered reports and dashboards.
In this chapter, we will cover in detail how, with the use of the workflow rules and approval process features within the Salesforce CRM application, you can automate and streamline the key business processes for your organization.
This chapter will focus on how you can configure actions for workflow rules and approval processes to automate, improve quality, and generate high-value processes within your organization.
The topics covered are as follows:
- Workflow rules
- The approval process
- Workflow actions
- The workflow queue
- The approval wizard
- Approvals in Chatter
- The process visualizer
- Visual Workflow
