In the previous chapter, we looked at data analytics; we covered reports and dashboards.
In this chapter, we will examine how you can automate and streamline the key business processes for your organization with the use of the workflow-automation and approval-process features within the Salesforce CRM application.
This chapter will focus on how you can configure rules and actions for workflow and approval processes to automate, improve quality, and generate high-value processes within your organization.
Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration to enable business processes to be automated using workflow and approval-process automation as detailed in this chapter.
The following topics will be covered:
- Workflow rules
- Approval process
- Workflow actions
- Workflow...
