November 2019
Intermediate to advanced
672 pages
13h 39m
English
Content preview from Salesforce Advanced Administrator Certification Guide
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Automating Record Approval with Approval Processes
After workflow rules, another important member of the process automation family is approval processes. They are a way to define criteria to decide whether Salesforce users can submit a record for approval to managers and automatically apply the required actions depending on whether the record is approved or rejected. Think of a sales VP who needs to explicitly approve discounts applied to opportunities if they exceed 10%, or an HR manager who needs to approve employees' expense logs. This can all be done through approval processes.
In this chapter, we'll learn about the following:
- Setting up approvals
- Using approvals
- Limits and considerations when using approvals
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.