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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

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Chapter 7. Implementing Business Processes in Salesforce CRM

In the previous chapter, we looked at data analytics, where we covered reports and dashboards.

In this chapter, we will cover in detail how you can automate and streamline the key business processes for your organization with the use of the workflow rules and approval process features within the Salesforce CRM application.

This chapter will focus on how you can configure actions for workflow rules and approval processes to automate, improve quality, and generate high-value processes within your organization.

Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration in the area of Workflow Automation covered in this chapter.

The following ...

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