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Salesforce CRM: The Definitive Admin Handbook - Second Edition by Paul Goodey

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Chapter 6. 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, with the use of the workflow rules and approval process features within the Salesforce CRM application, you can automate and streamline the key business processes for your organization.

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.

The topics covered are:

  • Workflow rules
  • Approval process
  • Workflow actions
  • Workflow queue
  • Approval wizard
  • Process visualizer
  • Visual Workflow

Workflow rules and approval processes

The workflow ...

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