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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