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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

Finishing and testing our process

Let's finish up this process and test it. For the second set of criteria, we have two remaining immediate actions that need to be created. Let's learn how to go about that.

As shown in the following screenshot, we will need to create an email alert that needs to go to the manager when a sale with an amount greater than $200,000 is Closed Won:

From the preceding screenshot, we can see the following (the numbers in the following list correlate to the ones shown in the screenshot):

  1. First, we click on Add Action and choose the Email Alerts action.
  2. Next, we name the action Send Email to Manager.
  3. Then, we choose the email template for the email alert.
  4. Finally, we Save to continue.

Now, let's create the final immediate action, that is, the case for widget installation, and then activate our process:

From the preceding screenshot, we...

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