September 2014
Intermediate to advanced
454 pages
9h 7m
English
Content preview from Salesforce.com customization handbookBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Chapter 6. Automating a Business Process
In this chapter, we will discuss how you can improve and maintain data quality in Salesforce and streamline a business process in your organization. The following topics will be covered in this chapter:
- Improving data quality – the validation rule
- The formula field
- The Roll-up Summary field
- A letterhead
- An e-mail template
- Using a workflow to automate your work
- Monitoring a time-based workflow
- Streamlining your approval process – approval processes
- Various ways to approve a request – approval settings
- Stay-in-Touch
Improving the data quality – the validation rule
In order to make your data valid and healthy when entered by a user, it is very important that you impose some constraints over the values that are being entered ...
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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.