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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

The business use case in action

Now that we have built the approval process, let's test it out to see if it meets our business requirements. As a recap, the Sales Manager wants all closed sales that are $200,000 or higher and are in the negotiation/review stage to be submitted to them for final approval. Once the deal has been approved, the opportunity stage should automatically update to Closed Won. Let's see how this works:

  1. Navigate to the Burlington Textiles Weaving Plant Generator opportunity, as follows:

Here, we can see that this opportunity has an amount that is greater than $200,000 and is in the Negotiation/Review stage, so it meets the criteria for being submitted for approval.

  1. From the drop-down arrow on the upper-right corner, we can access and click on the Submit for Approval button. The following popup will appear:
  1. The popup in the preceding screenshot...
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