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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th 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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Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Workflow rules and approval processes


The workflow rules and approval process features within the Salesforce CRM application allow you to automate and streamline key business processes for your organization.

Workflow rules can be used to capture key business processes and events to generate automated actions. They allow you to configure various types of actions to fire based on the field or fields of the record, meeting predefined conditions. In essence, a workflow rule sets workflow actions into motion when its predefined conditions are met. You can configure workflow actions to execute immediately whenever a record meets the conditions specified in the workflow rule, or you can set time-dependent features that execute the workflow actions on a specific day.

Approval processes are a structured set of steps used to facilitate formal sign-off on data records. They can range from simple, single steps to complex, sophisticated routing to provide automated processing that your organization can...

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