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You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
Concepts
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Authors (2):
Krzysztof Nowacki
Krzysztof Nowacki
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Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

Mateusz Twarożek
Mateusz Twarożek
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Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
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Approval processes

We’ll start this section with a question: do you remember as a kid asking your parents for permission to have sweets or to spend time playing Warcraft or Starcraft with friends? I think all of us asked our parents for something at some point. But what if such a request was automated? Imagine your parents/caretakers receiving an automatic query the moment you reach for the first M&M. Or imagine you start your favorite game and it pauses until you receive approval from a parent. Sounds like a nightmare for kids, but it’s a perfect solution for parents. This, in a nutshell, is what an approval process is. With the high dynamics of current times, users working on Salesforce may forget certain steps or simply not adhere to existing procedures. But we, the system admins, stand guard.

To help you further understand what an approval process is, let’s describe a real scenario. Imagine you are the manager of a large sales department and the end...

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Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691

Authors (2)

author image
Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

author image
Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more about Mateusz Twarożek