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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

Chapter 16

  1. What is the difference between the Jump Start Wizard and the standard Setup Wizard?
  • The Jump Start Wizard condenses the steps into two pages as opposed to six pages for the initial creation of the approval process.
  1. Are you able to have more than one approver on an approval process?
  • Yes.
  1. Why does the record lock for editing when a user submits it for approval?
  • So that no changes can be made to the record that can affect its approval.
  1. How are the approval process and workflow rule actions similar?
  • They are the same actions.
  1. What happens to the edit-ability of a record if a user recalls it from an approval?
  • It is unlocked and available for editing.
  1. What is the last step needed for an approval process to be live and working?
  • The approval process has to be activated.
  1. Where can an approver see all the items that have been assigned to him/her that...
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