Approval Process

Approval Process can route information to a series of people, each of whom can pass or decline the information and then send it on to the next level based on business requirements. Automate simple and complex organizational approvals. We can also set multi-step approvals. As an example invoices greater than a certain amount may need three levels of approval. With Salesforce automation approval processes, you can easily eliminate redundant tasks. Organizations can define approval processes for any methodology. For example, approvals may be required from recruitment managers for new hires in the organization. As per the approval process, Salesforce will perform necessary actions on acceptance or rejection of data.

What you will learn:

  • Creation, Editing, and Deletion of approval processes
  • Using the approval process wizard
  • Defining the criteria which must be met for entering the records for the approval process
  • Defining the sender and the approver of the approval request
  • Creating Workflow Rules for the approval process
  • Setting up actions that should take place when an approval process is approved or rejected

$295/pp

Approval Process

Premium Training gives you an effective, hands-on learning experience with a live personal trainer.

Webcam and Headset are required for virtual training.

Recommended Prerequisites

Benefits

Become more efficient

Highlights

Embed Approval Workflow Processes In Your Instance, Effective Flowcharting