Lesson: 02 Approval Processes

Notes

An approval process automates how Salesforce records are approved in your org. In an approval process, you specify:

The steps necessary for a record to be approved and who approves it at each step. For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager.
The actions to take based on what happens during the approval process. For example, if a time-off request is approved, update fields on the employee’s record. But if the request is rejected, send a notification to the employee.

Prev You need to login to have access to the quizzes.

Mastered by 92 users.

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.