Chapter 6. Automating a Business Process
In this chapter, we will discuss how you can improve and maintain data quality in Salesforce and streamline a business process in your organization. The following topics will be covered in this chapter:
- Improving data quality – the validation rule
- The formula field
- The Roll-up Summary field
- A letterhead
- An e-mail template
- Using a workflow to automate your work
- Monitoring a time-based workflow
- Streamlining your approval process – approval processes
- Various ways to approve a request – approval settings
- Stay-in-Touch
