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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... 2. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Building an opportunity approval process for deals greater than USD 100,000

In this recipe, we will build an opportunity approval process for deals greater than USD 100,000.

How to do it...

Carry out the following steps to build an opportunity approval process for deals greater than USD 100,000:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the approval processes setup page by clicking Process Automation| Approval Processes.
  2. In the Manage Approval Processes For: picklist, choose, Opportunity, as shown in the following screenshot:

Here, we are presented with a listing of both active...

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