Big Idea or Enduring Question: How do you send an opportunity / Quote / Account approval request to a queue? Objectives: After reading this blog, you’ll be able to: Understand what a Queue is. Use filters and conditions to design a process. Understand the Submit for approval action in Salesforce
Tag: approval process
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as
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[Introducing My New Book] Mastering Salesforce CRM Administration
I’m still pinching myself. My new book Mastering Salesforce CRM Administration was out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators,