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Hands-On Low-Code Application Development with Salesforce

You're reading from   Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781800209770
Length 608 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (28) Chapters Close

Preface 1. Section 1: What Is Salesforce?
2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER 3. Section 2: Data Modeling
4. Chapter 2: Building the Data Model 5. Chapter 3: Mastering Formulas 6. Chapter 4: Cleaning Data with Validation Rules 7. Chapter 5: Handling Dynamic Configuration 8. Chapter 6: Security First – The "Who Sees What" Paradigm 9. Section 3: Automation Tools
10. Chapter 7: Be a Workflow Champion 11. Chapter 8: Setting Up Approval Processes 12. Chapter 9: Process Builder – Workflow Evolution 13. Chapter 10: Designing Lightning Flows 14. Chapter 11: Interacting with Actions 15. Section 4: Composing the User Interface
16. Chapter 12: All about Layouts 17. Chapter 13: The Lightning App Builder 18. Chapter 14: Leveraging Customers and Partners Power with Communities 19. Section 5: Data Management
20. Chapter 15: Importing and Exporting Data Declaratively 21. Chapter 16: Learning about Data Reporting 22. Section 6: Ready to Release?
23. Chapter 17: The Sandbox Model 24. Chapter 18: Deploying Your Solution 25. Section 7: Before We Say Goodbye
26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around 27. Other Books You May Enjoy

Creating an approval process

So far, we have all the ingredients to build our new approval process and make our company's business users happy. Now, let's see how to create it:

  1. To create a new approval, click Setup | Process Automation | Approval Processes, select the proper Salesforce object on the Manager Approval Processes For: picklist, click the Create New Approval Process button, and select Use Standard Setup Wizard.

  2. The first step of the wizard asks for Process Name (Advertisement Discount Approval), Unique Name (Advertisement_Discount_Approval), and a description.

  3. In this step, we need to enter the entry criteria, which identifies the Advertisement records that should enter the approval process. Select formula evaluates to true in the Use this approval process if the following: picklist and fill in the following criteria:

    :
    AND( Price__c > 0, Discount__c > 0 )

    We can use criteria or formula (as we aim to become the best declarative Salesforce programmers...

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