November 2019
Intermediate to advanced
672 pages
13h 39m
English
Content preview from Salesforce Advanced Administrator Certification Guide
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Understanding approvals
Approvals are the standard way to allow record approval in our company hierarchy. If a record meets some specific criteria, the current user's manager must evaluate it so that the business process can keep going according to business rules.
Let's look at an example.
Opportunity creation has a two-tier approval process, based on the opportunity's amount:
- Lower than $ 100,000: The opportunity is automatically approved.
- Between $ 100,000 and $ 1,000,000: The opportunity must be approved by the record owner's manager.
- Higher than $ 1,000,000: The opportunity must be approved by the manager and CEO.
After the approval process is completed, the opportunity custom field Approval Status must be set to Approved or Rejected ...
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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.