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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Adding actions and viewing the approval steps

Now that we have created the approval process, let's look at how to add actions and view the approval steps based on our business use case. The following screenshot shows where we land after clicking on View Approval Process Detail Page:

As shown in the preceding screenshot, there are multiple sections to consider:

  1. Initial Submission Actions: The default action when a user submits a record for approval is to lock the record from being edited. In addition to this, you can add one of the four additional actions, that is, create a task, create an email alert, update a field, or send an outbound message. These are the same four actions we covered in Chapter 14, Understanding the Workflow Rules. For our business use case, there are no additional actions to create upon submitting an approval.
  2. Approval steps: This section shows the...
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