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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Toc

Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Problem statement 10


The challenge is to debug an approval process, and for some reason, the process has stopped working or you have been asked to enhance it further. You are a new administrator to the firm, and you have no prior knowledge of what's already built and how to analyze the existing approval flow.

Debugging steps

The first step would be to take a print of the approval flow diagram. You will find this on the approval process. The View Diagram button on the approval process will display the flowchart.

Understand the business need for which this process was written. This is important as you will get a sense of the actions written. Go to each of the approval steps and actions, and work on each criteria and action; use the Salesforce debug log to get more information on what's triggering and what's not. An obvious reason could be some logical issue on criteria or actions.

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