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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

A few points to remember


  1. If you leave the Next Automated Approver Determined By field blank, you can't automatically assign approval requests to the manager in any step you create for this approval process.

  2. For both enterprise and unlimited editions, there is a limit of 15 steps per process.

  3. Process visualizer allows you to export data in PDF format or print it as a flowchart.

  4. Advise your users that they must click on Submit for Approval to enter records into the approval process.

  5. You can have multiple versions of a flow, but you can activate only one version of a flow at a time. From the flow detail page, activate or deactivate one version of a flow. Click on the Activate link available next to version 1 of the flow.

  6. If the flow doesn't have a start item, the Activate link will not be available.

  7. Consider using a process, Visual Workflow, or an Apex trigger to submit a record to the approval process.

  8. Use the Mass Transfer Approval Requests wizard to mass transfer pending approval requests from...

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